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).