Reassign Referrals to Another Provider

You can reassign new, accepted and in-progress referrals to a different provider or office.

You can reassign referrals in the following statuses to a different provider.

  • New
  • In progress
  • Accepted

    To reassign a referral, the Referred To provider must be the default provider. You can set the default provider through Clinical > Set Default Provider.

  1. On the Referral Overview window, in the To Provider column, click the name of the provider you want to reassign the referral to.
    The Referred To window opens displaying the provider and office information.

  2. Click Assign Referral To Other Provider.
    The Select Provider window opens.
    Note: The Assign Referral To Other Provider option is also available in the Patient Referral window.
  3. Enter one of the following search criteria.
    • Office
    • Name (first and/or last)
    • Provider #
  4. Click Find.
    The list of providers under the selected office is displayed.
  5. Select the provider and click Select.
    The Patient Referral window opens showing that the referral has moved to the selected provider.