Link or Delink Referrals

You can link or delink referrals for a patient in the Patient Referral window.

Only accepted, in-progress, and closed referrals can be linked or delinked. You can link or delink a referral from the following modules:
  • Ledger
  • Treatment Plan
  • Tooth Chart
  • Appointments

In the following procedure to link or delink a referral, we have used the example of the Ledger module.

  1. Select the patient for who you want to link or de-link referrals. For more information, see Search for a Patient.
    Note: The patient needs to have a referral for the selected office.
  2. Select Transactions > Ledger.
    The Ledger window opens.
  3. Click on the desired link in the Date column.
    The Edit Treatment Plan window opens.
  4. Click on in the Referred By field.
    The Patient Referral window opens. This window displays only Accepted, In Progress, and Closed referrals for the selected patient and the current office.
    Note: The Linked Appts column displays all appointments that are also linked to the selected referral. Hover over the Linked Appts column for the Linked Appointments window. You can view the date, time, duration, provider, and the associated office for the linked appointments.
  5. To link or de-link, select the referral, and then click Link or De-link.
    The referral is linked or delinked to the ledger entry as follows.
    • When you link a referral, the linked provider's name is displayed in Referred By .
    • When you de-link a referral, the linked provider's name is removed from Referred By field.
  6. Click Save.