Help : Send a Referral

You can send a referral using the Blank Editable Form Template.

  1. Make sure that the specialist is in your specialist database (found under Admin > Manage > Specialists/Other Listings). If the specialist is not there, add an entry (this only needs to be done once)
  2. Assign the specialist as a preferred specialist for the specific patient (optional but recommended).
  3. From the patient's dashboard or an encounter note, click on Reports and then on Blank Editable Form Template.
  4. In the window that appears, select which print/fax template you want to use (if applicable) and who you want to receive the fax (this is where step 2 makes things easier, though you can also type in a fax number manually).
  5. Click on the blank area of the template form to write your notes to the specialist. When you are done, you can send it as a fax, print it out, and/or save a copy to the patient's chart.

Pro tip: use pre-written Chart Parts to populate a referral letter:

  • Create one or more Chart Part(s) with the template referral text you would like to use.
  • Add the desired text to an encounter note by typing in the main text block to search for the desired Chart Part and selecting from the matches that appear to the left. Your template referral text will be added to the note.
  • Highlight the text and select "...Create Fax with Selected" from the menu that appears.

This will open a Blank Editable Form Template pre-populated with the highlighted text that you can send to the specialist.