Linking Appointments for incoming referrals

Incoming referrals can be linked to appointments right from the referral tab in the patient chart.

Open the patient chart, select the referrals tab, and open the applicable referral.

Scroll down to the appointment detail section.

1. Click on ‘Book Appt’, this will open the scheduler,
2. Select the provider from the left side selection,
   
3. Drag the appt in the shuttle bay to the applicable time,
   
4. Complete appt details as required.
   
5. Return to Tabletop View.
   

If an appointment is already booked and you wish to link that appointment to this referral, click on the 'Link to appt' button.

1. To access the patient appointment, click ‘Goto Appt’ , it will open the scheduler and the appointment details.
   
2. Any changes to the appointment date and time for the linked appointment will also be reflected in this referral.
   
3. If the appointment is cancelled, a warning will appear stating it is linked to a referral and may need to be rebooked.
   
4. To unlink the Appt, click the “Unlink Appt’ button. 

• Related Articles

• Referral Management Introduction

  Referral management is a feature used to maintain referrals throughout the full process, for both outgoing and incoming requests. It tracks key information, such as doctors sending and receiving, specialty, reason for referral, and key dates along ...

• Daily use of referral management

  Open Referral Management; select each referral status on left hand side, one at a time. Select each referral status on left hand side, one at a time. Pending status - open the referral, add in specialist name, fax to specialist, and type in notes the ...

• Referral Management Report

  Utilizing referral management not only provides advantages in tracking referrals throughout the process, but it also generates a report that offers a wealth of information, including trends and volumes of referrals based on specific criteria. Find ...

• Creating referral management templates

  Although each referral is going to be different, there are many concepts that remain the same and could be pre-typed. On the healthquest tabletop screen, click the setup menu and select ‘referral management templates’. Name the template. Select the ...

• Referral management features

  Filter the referrals by status or employee. Right click on a referral to show a menu of options. New – creates a new referral template. Chart – opens the patient chart (used when referrals were opened from the doctor view). Print – opens referral ...