There are several options for setting up a referral template. 


Option #1

  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Settings option. 

  • The following screen will be displayed: 


  • Click on the Clinical button and then select the Referral Templates option. 


  • The following screen will be displayed: 


  • Press the Add button, located at the top of the screen. 


  • Type the name of the template and select the supplier, to which you want it to be displayed (For this example, no supplier will be selected, as you want all suppliers to be displayed).


  • Select the following options of Attach Full Record, Use e-Referral and Print On Save, if you want them to be selected or not selected. Then select the Referral Type. 


  • Select the provider of choice, if you want it to be deployed, with a provider.
    •  Note: By default, if you select the specialty and then select the provider, only the specialty will be displayed in the report. If you want to display the provider's name in the report when creating the template, do not select the specialty.
  • If the provider is not found, in the Referring Provider section, click on the Add button, located in the Search section.


  • The following screen will be displayed: 


  • Start searching for the provider, either by city, NPI or specialty. 
  • Once found, press the Add button, located on the right side of the provider. 
  • The provider will move to the right column, press the Select button.


  • You will automatically be taken to the Referring Provider list. 
  • Enter the reason for the referral in the Reason field.
  • Type the conclusion of the referral in the Conclusion field.


  • Press the Save button.


Option #2

  • Press the Settings button in the main menu. 


  • The following screen will be displayed: 


  • Click on the Clinical button and then select the Referral Templates option. 


  • The following screen will be displayed: 


  • Press the Add button, located at the top of the screen. 


  • Type the name of the template and select the supplier, to which you want it to be displayed (For this example, no supplier will be selected, as you want all suppliers to be displayed).


  • Select the following options of Attach Full Record, Use e-Referral and Print On Save, if you want them to be selected or not selected. Then select the Referral Type. 


  • Select the provider of choice, if you want it to be deployed, with a provider.
    •  Note: By default, if you select the specialty and then select the provider, only the specialty will be displayed in the report. If you want to display the provider's name in the report when creating the template, do not select the specialty.
  • If the provider is not found, in the Referring Provider section, click on the Add button, located in the Search section.


  • The following screen will be displayed: 


  • Start searching for the provider, either by city, NPI or specialty. 
  • Once found, press the Add button, located on the right side of the provider. 
  • The provider will move to the right column, press the Select button.


  • You will automatically be taken to the Referring Provider list. 
  • Enter the reason for the referral in the Reason field.
  • Type the conclusion of the referral in the Conclusion field.


  • Press the Save button.



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