How to create referrals - Transactions

Create Referrals/ Transactions

1. At the top of Patient summary screen click link, 'Transactions'

2. On Patient Transactions panel click 'Add' button at top

3. Set Referral date, Refer By

4. Select External Referral: Yes/No

5. Select Refer To:

if 'External Referral' = no, displays in-house providers

if 'External Referral' = yes, displays names of all external entities entered into the facility's Address Book.

6. Enter Reason

7. Referrer Diagnosis: free text

8. Select Risk Level

9. Requested Service: Service Code search dialog box

10. Click on appropriate search return

11. Select Include Vitals? Yes/No

12. At top right, check or not: Sent Medical Records

13. Click 'Save' button at top of panel

14. At Patient Transaction panel click 'View' button to print

15. Click anywhere off the Referral Form to exit Patient Transaction panel