Patient information pulled from the client card linked to the referral management:

All patient information as shown above will be mapped the same as an adult. Additional guardian information is required if they are under 18, they need to be connected under the relations tab on the client card, selecting the parent on the left, clicking new, and searching the parent/guardian in the lookup field, then selecting. If the parent or guardian is not a patient of the clinic, a client card needs to be created with the name, address, and phone number.

Click here to learn how to create a new client. To add that client as a parent to the pediatric patient, open the pediatric client card, click the relations tab, on the left select parent. Click new, and search the parent name in the look up and select, then click save.

Provider name and Prac ID (found in the PHN field on the doctor client card)

Provider discipline, facility ID, and Skill are pulled from the practitioner tab. The clinic name comes from the facility AH table, while the clinic address, phone, and fax number will come from the company information, this is linked to the practitioner card below.

Company information is found under the setup menu along the top