This feature is available in Hint Clinical only.
On This Page
Create a Referral Using the Referral Wizard (Beta)
The redesigned referral workflow guides you through creating, preparing, and sending a referral without downloading PHI to your computer. Referrals created this way appear as a dedicated referral interaction type on the patient chart.
Navigate to the patient's chart.
Click + Interaction.
Select Referral.
Follow the guided referral wizard steps to enter clinical information, add a referral letter, and select attachments.
You can include the patient facesheet, chart interactions, and uploaded files. Select only the items you want to attach — no downloading or re-uploading is required.
Use the Sender dropdown to select who the referral comes from. This name appears on the fax cover sheet.
To save your progress without sending, click Save Draft. You can assign the draft to another team member to finish.
Draft referrals are accessible from the My Drafts report.
When the referral is complete, follow the wizard prompts to send the referral to the specialist's office.
To notify your patient, enable the option to share the referral with them. They will see the referral in the patient portal, including the specialist's information, so they can schedule their visit directly.
Duplicate a Referral
If a specialist is not accepting new patients or is out of network, you can duplicate an existing referral and send the same information to a different specialist.
Navigate to the patient's chart and open the referral interaction you want to duplicate.
Click Duplicate.
Update the specialist information as needed.
Follow the wizard prompts to send the duplicated referral.
Create a Referral Using a Note (Legacy)
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 already have a template created for the referral already, this needs to be completed first. This article explains how to create a template. An example referral template is also 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 Fax icon to attach the referral note as a PDF file to your outbound fax.
Fill out the rest of the outbound fax fields to send your referral note fax.
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!
Your Name
{{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!
```