Track and update referrals
Follow each referral from request to outcome by keeping its status up to date.
Table of Contents
The Referrals page lists every referral your clinic has made, newest first. Open it from More in the sidebar. Each row shows the number, patient, type, request date, last update and status, and new referrals carry a NEW tag.
Update a referral
Click the coloured status on the row and choose Pending, Accepted, Refer out, Rejected or Discharged. It saves straight away.
Click View to open the referral, then change the Instructions and click Save.
Click the patient's name to go to their card.
Search by referral number, such as 0003, to find one quickly.
Up next
Next, read Save and insert referral snippets.