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Introducing the next phase of Sovica: the architecture for agentic care
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Create a referral

Send a patient to another provider with a professional referral document and clear instructions.

Table of Contents

A referral records that you are sending a patient to an outside provider, such as a specialist or GP. Click More in the sidebar, choose Referrals, then click New Referral.

Fill it in

  • Search for the patient.

  • Choose the recipient from your directories, or enter their details.

  • Write the Instructions. Saved snippets can do most of the work.

  • Write or attach the referral document.

  • Preview it, then send it or save it for later.

A new referral starts as Pending. It moves to Sent by itself when you email it.

Referrals rely on Letters, so turn Letters on for your clinic first.

Up next

Next, read Write and send a referral letter.