You can accept an incoming patient referral from the same account.
To accept a patient referral.
From the Patient menu, select Patient
Referral.
The Patient Referral (Overview) window
opens.
Click the Incoming Referrals tab.
Click the Date link of the new referral.
The Patient Referral (Details) window opens
displaying the details of the referral.
Click Accept Referral.
The Patient Referral window opens.
Note: If there is
a matching patient then you will be able to see the Matching
Patient tab.
The Patient Referral tab displays the referral
patient information and matching patient records based on the first name, last
name, date of birth or any of the two criteria match. This enables you to create
patient or link to an existing patient.
If there is a matching patient, select the record and click
Link Referral. The statu changes to
Accepted and the Patient
Overview window opens displaying the referred patient's
details. A master patient index is created to link the referral patient
to the responsible party.
If there are no matching patients, deselect the record and click
Create New Patient. The List of
Matching Responsible Parties window opens. For more
information on creating a patient, see Add Patient Information (PG).
To add responsible party information from the Patient
Referral tab.
Select Create as Member.
If the referral includes insurance information, then Add
Insurance Plans is enabled.
Complete
changes the referral status to
Accepted. If Add
Insurance plans is selected, the Add/Edit Primary
Dental Plan window opens, where you can add an insurance.
Otherwise, the Patient Overview window opens displaying
the referred patient's details. A master patient index is created to link
the referral patient to the responsible party.
Note: When the provider starts his treatment for the patient by linking
appointments, treatment plans, or transactions, the status of the referral
changes to In Progress.
