- Go to the Advanced Progress Note screen.
- Press the Add Referral button, located in the Side Bar section.
Or, click on the Search button, located at the top left of the screen and select the Add Referral option.
- The following screen will be displayed:
- Select the Template of the referral (they must be configured in the Settings / Clinical / Referral Template Settings screen).
- Select the type of referral in the Referral Type field.
- Search for the specialty you want by typing in the search box under the Specialty section. (If it is not listed as a favorite specialty).
- Search and select the provider in the Specific Provider field. (If it does not appear in the list of preferred providers).
- Since the referral will not be sent electronically, the Direct field is not required.
- Note: The Direct field indicates that the supplier can send the electronic referral to the selected supplier. If the e-referral is not sent, this field does not have to be populated. It is recommended to send the e-referral to increase the Meaningful Uses measure.
- Uncheck the following options: Attach Summary and Use eReferral / Direct (these options should only be checked when you are an electronic referral to another provider).
- In the tab called Referral, fill in the following fields: Referral Reason and Conclusion.
- When the referral is printed, it will be displayed with the following information: medications, diagnoses, allergies and vital signs, if selected.
Note: If the supplier does not want this information to be printed, they should uncheck the checkboxes in the section they do not want to be displayed in the report.
- Press the Save button to save the referral.
- The report will be automatically displayed on the screen, to be printed by the supplier.
- To view the referral that has just been saved, click on the History tab.
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- Learn More About: Advanced Progress Note / Patient Referral