Managing Referral Contacts

To make it easier to send autoletters or direct mail to other providers, Eyefinity EHR has a built-in address book you can use to enter the contact information for providers your interact with on a regular basis:

  1. Log into the Eyefinity EHR web application as a doctor or ophthalmic technician.
  2. Click the Document Management tab.
  3. Click Add Contact or Add Institution to create a new referral provider, or click Edit to edit an existing one.
  4. Enter the referral provider’s name, select a specialty, and enter a fax number.
  5. Enter other information about the referral provider as needed.

    For example, enter the provider’s HISP Address (or direct address) to send patient data electronically to this provider through direct mail.

  6. Click Save.

Enter as much information as you can for each referral. This information will help you and other clinicians in your practice to locate the correct contact when sending autoletters and secure messages.

Want to learn more about creating referral contacts? See Managing Documents and Contacts for a video tutorial as well as information on managing other types of documents in Eyefinity EHR.