Viewing & Recording Patient Referrals to Other Providers

To view or record patient referrals to other providers, perform the following steps.

1. From the Patient Demographic window, click the Referral tab.
2. Click New Referral to add a new patient referral.
3. Select the internal provider from Referring Provider drop-down menu.
4. Select the external provider to whom the patient is being referred from the Refer to Provider drop-down menu. If the provider is not listed in the drop-down menu, click Maintain and add the provider. (Go to To modify or add doctors to which your practice refers patients for information on adding the provider.)
5. Select a referral reason from the Reason drop-down menu.
6. Select or type the date of the referral in the Date Referred field.
7. Select or type the date by which the patient is expected to return to your practice in the Expected Return Date field.
8. Select or type the date on which the patient returned to your practice in the Actual Return Date field as needed.
9. Click Save to save your changes.

In addition to the procedure above, watch this videod for more information.