Referral management features

Filter the referrals by status or employee. 

Right click on a referral to show a menu of options.

1. New – creates a new referral template.
   
2. Chart – opens the patient chart (used when referrals were opened from the doctor view).
   
3. Print – opens referral printing for easy faxing from the referral management window. (Click printer to select the print to fax machine printer).
   

 

1. Book appointment – places the patient into the shuttle bay on the scheduler.
   
2. Attachments – opens the referral attachments window to add or remove supporting documents.
   
3. Status – gives the list of options to change the status to.
   
4. Priority – gives the list of options to change the priority if required.
   

 

Use the ‘sort’ button to organize referrals.

Use the filter button to search the list of referrals for specific items.

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