Creating a Medical Referral In
1. From the dashboard Click Patients
2. Search or scroll My patients list to find the patient then click patients name or show
3. Scroll down the sub menu and click referrals
- Any existing referrals will be visible on the screen, check that the referral hasn't already been added, if it hasn't proceed to the next step
4. Click Referral In
5. Select who the Referral is from (Practitioner) from the list
- If the practitioner is not in the list then Click New Contact to add provider.
6. Complete the fields and click Create Referral.
Creating a Medical Referral Out
1. From the dashboard Click Patients
2. Search or scroll My patients list to find the patient then click patients name or show
3. Scroll down the sub menu and click referrals
4. Any existing referrals will be visible on the screen, check that the referral hasn't already been added, if it hasn't proceed to the next step
5. Click Referral Out
6. Select who the Referral is going to from the list
7. If the practitioner is not in the list then Click New Contact to add provider.
8. Complete the fields and click Create Referral.
Add a LMO Referral / informal referral (non medical)
1. From the dashboard Click Patients
2. Search or scroll My patients list to find the patient then click patients name or show
3. Scroll down the sub menu and click referrals
4. Any existing referrals will be visible on the screen, check that the referral hasn't already been added, if it hasn't proceed to the next step
5. Click New Lmo
6. Select who the Referral is going to (Practitioner) from the list
7. If the practitioner is not in the list then Click New Contact to add provider.
8. Complete the fields and click Create Referral.
