• Click on the Referrals Module. 

  • To create a new referral, Click on the Add New Referral Button.

  • Click on the Internal or Outgoing Button depending on the type of referral. 

  • The New Referral Window will open.

  • In the Reason For Referral box, Consultation will be auto populated, however this can be changed. 

  • In the Ordering Provider box, a Provider within the clinic can be added.

  • Under Patient Information, Click anywhere in the box to add a Patient from the Patient Database. 

  • Comments can be added to the referral for the office staff or other Providers in the clinic.

  • Click on the Add Attachment Button to attach any corresponding information from the Patient Chart or upload files from the computer.

  • Add the status of the Referral and the Priority.

  • Click the Save Button.

  • This will add the referral to the corresponding box (Incoming Referral, Outgoing Referral, Internal Referral). 

  • Click the Send Out Button.

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