Incoming Referrals

You can view the general and detailed information about incoming patient referrals.

Click the Incoming Referrals tab on the Referral Overview window to view all types of incoming referrals.

For details about the columns, including the available filters and sorting options, see Fields on the Incoming and Outgoing Referrals Tabs.

The following filters on the Incoming Referrals tab are selected by default.

To Provider
To Specialty
To Office
Status : New Referrals
Status : Accepted Referrals
Status : In Progress Referrals

You can click the Pat ID link to view the details of the patient on the Patient Overview window.

You can click the Date link of a new referral to view the details of the referral on the Patient Referral (Details) window.

The Referral Info tab displays information such as the referral provider and reason for referral.

A user with the Edit Master Rights security right can change the status of a referral to New from any status and also from Closed to In Progress. Changing the referral status to New deletes the treatment data added to the referral when accepted and de-links the appointments, treatment plans, and completed services. Changing the referral status from Accepted to Closed and from Closed to In Progress the status of the referral changes to Accepted if there is no appointments and treatment plans attached to the referral.

A user can assign a new, in progress, or accepted referral to a different provider by clicking Assign Referral to Other Provider. For more information, see Reassign Referrals to Another Provider

A user can reject a referral by clicking Reject, and accept a referral by clicking Accept Referral. For more information on accepting referrals, see Accept Referral or Accept Referrals From External Source.

Note: To accept, reject, or reassign referral, the Referral To provider must be the default provider. You can set the Referral To provider as the default provider through, Clinical > Set Default Provider.

A user can link any existing appointment of the referred patient by clicking Link Appt.

# Contact Attempt shows the number of attempts made to contact the patient for scheduling an appointment. A user can enter the number of attempts made by clicking Add Attempt.

Next Scheduled Contact shows the date scheduled for contacting the referred patient for scheduling the appointment.

Referral Report section displays all the generated referral reports with the newest listed first. A referral report displays treatment plans, appointments, transactions, notes, and other information. It is used by providers to enter the current information relevant to the treatment. This report is generated automatically when you do either of the following:

Create a new referral: Displayed as Initial Report in the Referral Report section.
Generate report for a referral: Displayed as Progress Report in the Referral Report section.
Finalize a referral: Displayed as Final Report in the Referral Report section.

Note: A user can make changes to a new incoming external referral by clicking Edit. For more information on editing, see Edit Referrals. A user can delete a new incoming external referral by clicking Delete. For more information on deleting, see Delete Referrals.

The Shared Data tab displays the details related to the patient's referral such as treatment plans, medical alerts, periodontal details, and patient x-ray.

After a referral is accepted, you can click Add/View Treatment Data to enter the referral details on the Referral Report window.

You can add the details by dragging the items from the left pane to the right pane. When an appointment or treatment plan is linked to the referral, the status of the referral changes to In Progress.

You can add comments or notes related to the referral in the Comments & Notes section.

A user can save the changes made to the referral by clicking Save, and view or print the Referral report by clicking Preview.

A user can save the changes made to a referral, and generate a report by clicking Generate Report on the Referral Report window.

Note: You must have the Patient Referral - Generate Report Button security right to generate referral reports.

A user can close accepted and in-progress referrals by clicking Finalize on the Referral Report window.