You can add a referral to a patient file by clicking 'Edit', then going to the 'Referral' section-
From here, you can then add the referral details-
1. 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
2. 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
3. Duration- select the duration of the referral from the dropdown list
4. Date of Referral- select the date the referral was written
5. Start Date- select the first date the referral will be used
6. Expiration Date- this is automatically input based on the start date and referral duration
7. Provider Number- this is automatically input from the referring doctor's information
8. Notes- you can add any notes relating to this referral
You can also review the referrals in a patient's file. If the referral is in date, the icon will appear. To edit a referral, click the
icon. To delete a referral, click the
icon. To add the an attachment, click the
icon.