How can a provider access a referral sent from another provider? : EHRez Help Center - English

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How can a provider access a referral sent from another provider?

Modified on: Fri, 6 Dec, 2024 at 10:33 AM

Go to the Advanced Progress Note screen.
Click on the Add Referral button located in 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:
Click on the History tab.

Select the referral that has the status of Pending.

Once the referral is selected, the supplier will be able to see it on the screen.
If desired, you can print the referral by right-clicking on it and selecting the Print option.

The referral will be displayed for printing.

When the provider completes the process, he/she will select the Response tab and enter the details of the clinical assessment performed on the referred patient.

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Learn More About: Advanced Progress Note / Patient Referral

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