Go to the "Clinical Records" screen.
Select the patient to whom you want to send a referral, for an internal provider of the facility or office, from any section of the screen.
- Once the patient is selected, click on the Add Referral button, from the Side Bar section, or from the Search section.
- The following screen will be displayed:
- Select the "Template" of the referral.
- Then select the type the "Referral Type".
- Select the provider's Specialty.
- Select the provider to which you will refer the patient, in the Internal Provider section.
- Select the internal provider, to which the patient will be referred.
- Select the options that correspond to the referral as: "Print Output", "Attach Summary" and "Use eReferral / Direct".
- Type the reason for the referral, in the Referral Reason field.
- Once you have completed the referral, press the Save button, located at the top of the screen.
- Then go to the Appointments screen.
- Click on the More button located at the the top of screen and select the Internal Referrals option.
- The following screen will be displayed:
- If there were more patients, user can make the search by the referral date, patients name, last name or by the provider referred.
- Press a double click over the patient you wish to create the appointment. For example purpose, we selected Juana Del Pueblo, as the patient.
- If you wish to cancel the notification, click o the Cancel button.
- This allows 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.