Accept Referrals From External Source

You can accept an incoming referral from a different account or an external source.

Accept a referral from an external source.
  1. From the Patient menu, select Patient Referral.
    The Patient Referral (Overview) window opens.
  2. Click the Incoming Referrals tab.
  3. Click the Date link of the new referral.
    The Patient Referral (Details) window opens displaying the referrals details.
  4. Click Accept Referral.
    Note: To accept a referral, the Referred To provider must be the default provider. To set the referred to provider as the default provider, go to Clinical > Set Default Provider.
    The Patient Referral tab opens.
    Note: If there is a matching patient then you will be able to see the matching patient screen.
    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 the user to create a patient or link to an existing patient.
    • If there is a matching patient, select the record, and click Link Referral. The status changes to Accepted and the Patient Overview window opens displaying the referred patient's details.
    • If there are no matching patients, deselect the record and click Create New Patient. The Patient Information window opens. For more information on creating a new patient, see Add Patient Information (PG).
      Note: For Incoming External Ref, the List of Matching Responsible Parties window is not available.