• Go to the Advanced Progress Note screen. 
  • Click on the Add Referral button located at the Side Bar section. Or click on theSearch button located at the upper left side of screen and then select the Add Referral option.


  • The following screen will be displayed: 


  • Press the History tab. 


  • Select the pending referral you with to change to complete. 


  • Select the Response tab. 


  • Write in the details field. 


  • Once completed, select the response type and date. 


  • Then click on the Save button. 


  • Changes will be saved and the referral status will automatically be changed to COMPLETED.



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