Important Note: Provider must have a Direct address to send another provider the patients information. Provider can see if the other provider has a Direct if selecting the same the Direct field is automatically filled.
- Press the Add Referral button in the Advanced Progress Note screen.
- The following screen will be opened.
- Search for the desired specialty.
- Select the provider name in the Specific Provider section.
- By selecting provider you will see that the Direct will be automatically filled with the Direct address saved in system.
- Verify that patient has information to be transmitted in the Summary tab.
- Select the Attach Summary option and Use eReferral / Direct.
- Press Save.
- The referral will be automatically saved and the clinical information will be sent to provider.
- The following message will be displayed if the referral is saved and sent correctly: Electronic Referral Send Successfully to ....( provider name here).