• When a providers sends a patient referral to another provider, the provider that receives the referral must make the following steps:
  • Select the patient referred.
  • Select the Add Referral option in the Side Bar located in the left  side of the Advanced Progress Note screen. 


  • Press the History tab in the Patient Referral screen displayed and select referral.   


  • Once referral is selected provider can view on screen. 
  • If provider wishes to print referral must select and with a right click on mouse can select the print option displayed.  
  • The referral will be displayed to be printed. 
  • When provider finishes to evaluate patient, will select the Response tag and write the details of the clinical evaluation of patient referred.