Adding Patient and Outside Provider Referral Information

If one of your existing patients refers a new patient to your practice, you can indicate that in the new patient's Demographics screen.

1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
2. Search for the patient and select them from the results list.

   The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.

3. In the new patient's Demographics screen, select Patient from the Referred By (MU) drop-down list.

   The Patient Referral window opens.

4. Enter the referring patient's name, date of birth, and/or phone number.
5. To include inactive patients in the search, select Show Inactive.
6. Click Search.

   The list updates to display patients that match your search criteria.

7. Locate the referring patient in the list and click his or her name.

   The Patient Referral window closes and the selected referring patient's name, phone number, and date of birth display below the Referred By (MU) field in the Demographics screen.

   • To go to the referring patient's Demographics screen, click their name.
   • To select a different referring patient, click Change.
   • To remove the referring patient from the new patient's record, click Remove Patient.

If an outside provider refers a new patient to your practice, you can record their information in the new patient's Demographics screen.

1. On the top menu bar in Encompass, click Patients and select Search/Add patient.
2. Search for the patient and select them from the results list.

   The Demographics screen opens. If the Overview screen opens instead, click Demographics on the left-side menu.

3. In the new patient's Demographics screen, select Outside Provider from the Referred By (MU) drop-down list.

   The Outside Provider window opens.

4. Enter the outside provider's first and last names.
5. Click Search.

   The list updates to display outside providers that match your search criteria.

6. Locate the outside provider in the list and click his or her name. If you do not see the provider listed, click + Outside Provider to add them to your system. For more information, see Adding Outside Providers.
   Only providers and staff members with the Rx Outside Provider Setup security permission selected in Administration can add outside providers. If you do not have this security permission, an Override window displays, allowing another user with permission to enter their username and password and give you temporary access. For information on setting security permissions, see Setting Up Provider Security Settings and Setting Up Staff Security Settings

   The Outside Provider window closes and the selected provider's name, address, and phone number (if recorded in your system) display below the Referred By (MU) field in the Demographics screen

   • To select a different referring outside provider, click Change.
   • To remove the referring outside provider from the new patient's record, click Remove Outside Provider.