Sending Referrals
1. Set up Referral Templates
1.1. EHR > Configure > Templates > Message Templates
Referral templates can be modified here and are only intended for electronic use.
1.2 Click on New / Edit to make any edits
2. Create a Referral Order
2.1 Add an order from the orders section of the Exam. Click the plus sing '+' to add
2.2 Select Referral
2.3 To send clinical data, you can create/open a CCD, attach an Exam or add attachments
2.4 Select the referral type, message template and who the referral is going to (this contact is coming from the care team list)
Note: referral templates can be modified on the fly before sending.
2.5 Hit send
3. Close the Referral Loop
3.1 On the Orders tab, referrals will show a Close button in the close referral loop column. This is intended to help track which referrals have been completed/followed up on/no pending actions.
3.2 When you select Close, the Order window will open and you can add any response received, notes, attachments and details.
3.3 Select Done
