To create and send a referral, follow the below steps:
Navigate to the patient's chart.
Click + Interaction.
Select Note.
Generate a template for a referral by typing "/referral". This template will pull in information from the patient's profile required for the referral.
Note: if you do not have a template created for the referral already, this needs to be completed first. An example referral template is listed at the bottom of this article.
Once the information for the referral is completed, sign the note.
Reopen the Note interaction and select the PDF icon to download the referral note as a PDF file to your computer.
Navigate to Communication and select New Fax.
Click "Select Files" to upload your downloaded PDF note of the referral.
Note: you can learn about how to send a fax in this article!
Referral Template Example:
Referral from PRACTICE NAME
{{date}}
{{time}}
Patient: {{first name}} {{last name}}
{{dob}}
{{address}}
{{phone number}}
Diagnosis: {{***}}
Referral Reason: {{***}}
Please fax office notes to FAX NUMBER.
Thank you!
{{signature}}
{{date}}
{{time}}
You can learn more about creating templates in this article and how to use the template in a patient interaction in this article!