Getting Started with a New Referral
If you get a referral from another provider, you can add that patient to your account and include the referral information in their chart.
To add a new patient, go to Patients and select Patient ...
Adding contacts to your account is important for outbound and incoming referrals because you can only send outbound referrals to those providers listed in your contacts. We recommend that you add your most common referral contacts to your list earl...
When you send a referral, there is a Reason for Referral section at the bottom of the referral that shows the reason for referral, who referred the patient, and who the patient was referred to.
The reason will populate the i...