Create a Referral

  1. Go to Requests Page and Select a new Request
  2. Add a new patient (if the patient is existing their information will populate as you enter their name)
  3. Create a new case (if one has been created already, you can enter in the case information and existing cases will populate)
  4. Select the request type as Consultation
  5. Enter Receiving Location as the location you are sending the referral
  6. Select the Receiving Physician (if you have one)
  7. Enter in the Reason for the referral and any Additional Notes to send along
  8. Attach the HIPAA release form and the Initial LOP if you have them
  9. Hit the Create button and you are now finished. You can view the confirmation for the referral that was just created and it will be located in the Request section in status “Pending Acceptance” until it has been accepted by the referring location.

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