Navigate to the Clinical Records screen.
Choose the patient you wish to refer to an internal provider within the facility or office, accessible from any section of the screen.
- After selecting the patient, click on the Add Referral button located either in the Side Bar or the Search section.
- The following screen will be displayed:
- Choose the referral Template.
- Then choose the Referral Type option.
- Select the provider's Specialty.
- Choose the provider in the Internal Provider section to whom you will refer the patient.
- Choose the internal provider to whom the patient will be referred.
- Choose the options that match the referral: Print Output, Attach Summary, and Use eReferral/Direct.
- Enter the reason for the referral in the Referral Reason field.
- After completing the referral, press the Save button located at the top of the screen.
- Next, proceed to the Appointments screen.
- Click on the More button located at the top of screen and select the Internal Referrals option.
- The following screen will be displayed:
- If there were more patients, users can search by the referral date, patient's name, last name, or by the provider referred.
- Press twice on the patient you wish to create the appointment for. For example, we selected Juana Del Pueblo as the patient.
- To stop the notification, simply hit the Cancel button.
- This allows you to remove the on-screen notification, but not from the Pending Internal Referrals screen.
- When creating an appointment with the referred provider, it will be removed from the Pending Internal Referrals screen.