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).