Important Note: The provider you are sending patient information to must have a Direct address. You will be able to tell if the provider has a Direct account if the field is automatically populated when you select the provider.
- 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 type of referral you would like.
- Search for the specialty you want. If you want to select this specialty as a favorite, click on the star.
- Select the name of the provider in the Specific Provider section.
- When selecting the provider, you will notice that the Direct field will automatically populate with the Direct address stored in the system.
- Verify that the patient has information to transmit in the Summary tab.
- Select the Attach Summary option and Use eReferral / Direct.
- Press the Save button.
- Automatically, the referral will be saved and the clinical information will be sent to the provider.
- If it was saved and if everything was sent correctly, the following message will be displayed to the user: Electronic Referral Send Successfully to .... ( provider name here).
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- Learn More About: Advanced Progress Note / Patient Referral