Managing Patient Referrals

Adding the referral to the patient file

1. Go to patient file by clicking patients on the left hand tab and enter patient name to search 

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2. Once you find the patient click the downward arrow next to the name of the patient and click edit

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3. Click the referral section in the file and then click +Add Referral

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4. Fill in the mandatory fields (all that have a red * are mandatory) 
If the referring Doctor has previously been added to your contact list then you can type the name and they will appear. If this is a new referrer click the plus sign to add them to your contact list.

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5. Once all of the details have been added click 'Create'

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a. Referring Doctor- this doctor needs to be listed as a contact in your practice, with the 'referring doctor' box ticked. You can also add the doctor as a contact by clicking the  icon

How To Add/Edit A Contact

b. Receiving Doctor- this field is not mandatory, but if you have more than one doctor in your practice, you can select the receiving doctor if desired

c. Duration- select the duration of the referral from the dropdown list

d. Date of Referral- select the date the referral was written

e. Start Date- select the first date the referral will be used

f. Expiration Date- this is automatically input based on the start date and referral duration

g. Provider Number- this is automatically input from the referring doctor's information

h. Notes- you can add any notes relating to this referral

 

6. Once the referral details have been added click the Attach file paper clip to attach a copy of the physical referral to the file

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7. Browse for the file on your computer. name and date then click 'Upload' to attach it.

8. Click 'Close' 

 

 

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