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 and filtering referrals

Written by Ingrid Spence
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

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

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 this week

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

eReferrals

Written by Sarah
Updated over a week ago

Creating an eReferral (for patients and outside providers)

Written by Sarah
Updated over a week ago

Configuring your eReferrals

Written by Sarah
Updated over a week ago

Customizing the text on your eReferral portal

Written by Sarah
Updated over a week ago

Customizing 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

Enabling the ability to bill the province (MSP) for no-charge referrals from referrals (British Columbia)

Written by Julie Chartrand
Updated over a week ago

Waitlists

Use waitlists to manage patients waiting for appointments

Written by Julie Chartrand
Updated over a week ago

Creating waitlists for your clinic

Written by Ingrid Spence
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

Merging referral waiting lists

Written by Ingrid Spence
Updated over a week ago