Sending referrals to patients

Sending and receiving referrals

Meghan Johnson avatar
Written by Meghan Johnson
Updated over a week ago

Sending a referral or resource

  1. From the patient's medical record -> Select the kebab icon (three dots) on the upper right bar.

  2. Select Send a Referral

  3. In the pop-up screen, enter the name of the referral

  4. Click on the name of the referral to see more info, like location and phone number.

  5. Click Send.

  6. A green bar at the top of the screen indicates that the referral has been successfully sent to the patient.

  7. From the referral pop-up, you can see the patient's referral history.


Resending a referral

  1. From the patient's medical record -> Select the kebab icon (three dots) on the upper right. bar.

  2. Select Send a Referral

  3. In the pop-up screen, select the kebab icon (three dots) to the right of the referral.

  4. Select Resend Request.


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