Write and send a referral letter
Use the letter tools on the patient card to write to a provider outside your clinic.
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If you just need to write to another provider, you can do it from the patient's record. The letter stays on their file.
Open the patient card and click the blue + at the bottom right.
Choose Letter.
Pick a template if you have one. Your letter header and footer are added for you, and merge tags fill in the patient's details.
Write the letter and choose the recipient.
Save it, then email it, print it or post it.
Want a tracked status for the referral? Use Create a referral instead.
Up next
Next, read Track and update referrals.