Referrals

Referrals

Overview of the referral functionality in the CHR

Written by Julie Chartrand
Updated over a week ago

Referrals dashboard (list)

Written by Ingrid Spence
Updated over a week ago

Searching for referrals

Written by Ingrid Spence
Updated over a week ago

Cancelling referrals

Cancel and archive referral that were created in error or are no longer needed

Written by Julie Chartrand
Updated over a week ago

Viewing patient referrals

Written by Ingrid Spence
Updated over a week ago

Updating patient and referral data from a referral

Written by Ingrid Spence
Updated over a week ago

Creating waitlists for your clinic

Written by Ingrid Spence
Updated over a week ago

Customising referral priorities

Written by Ingrid Spence
Updated over a week ago

Configuring outgoing referral statuses

Written by Ingrid Spence
Updated over a week ago

Configuring incoming referral statuses

Written by Ingrid Spence
Updated over a week ago

Adding patient data fields to referral items

Written by Ingrid Spence
Updated over a week ago

Adding referral data fields to referral items

Written by Ingrid Spence
Updated over a week ago

Assigning default letter templates to incoming referral statuses (actions)

Written by Ingrid Spence
Updated over a week ago

Assigning a default letter template to your outgoing referral letters

Written by Ingrid Spence
Updated over a week ago

Incoming referrals

Create and track incoming referrals from other providers

Written by Julie Chartrand
Updated over a week ago

Managing incoming referrals

Track and manage incoming referrals from the referrals dashboard

Written by Julie Chartrand
Updated over a week ago

Creating incoming referrals from the inbox

Create referrals from a received document in your inbox

Written by Ingrid Spence
Updated over a week ago

Creating incoming referrals from a received file

Manually create new incoming referrals from a scanned document you received

Written by Julie Chartrand
Updated over a week ago

Adding new patients from incoming referrals

Easily add new patients from incoming referrals

Written by Julie Chartrand
Updated over a week ago

Sending referral acceptance/rejection/waitlist letters

Notify the referring provider with a letter indicating your acceptance, rejection, or waitlisting of the referred patient

Written by Julie Chartrand
Updated over a week ago

Sending forms to ordering providers from referrals

Written by Alex MacNeil
Updated over a week ago

Booking appointments from referrals

After you accept an incoming referral, book an appointment for the patient

Written by Julie Chartrand
Updated over a week ago

Customising patient referral notifications

Written by Ingrid Spence
Updated over a week ago

Outgoing referrals

Create and track outgoing referrals to external providers or internal providers within your clinic

Written by Julie Chartrand
Updated over a week ago

Creating external referrals

Create and send outgoing referrals to providers outside of your clinic

Written by Julie Chartrand
Updated over a week ago

Creating internal referrals

Create and send internal referrals to providers within your clinic

Written by Julie Chartrand
Updated over a week ago

Managing outgoing referrals

Track and manage outgoing referrals from the referrals dashboard

Written by Ingrid Spence
Updated over a week ago

Waitlists

Use waitlists to manage patients waiting for appointments

Written by Julie Chartrand
Updated over a week ago

Adding referred patients to waitlists

Use waitlists to help manage your incoming referrals

Written by Ingrid Spence
Updated over a week ago