Let's explore how to view referrals in a patient's chart.
Topics covered
- Configure Chart Filter for Referrals in Practice Settings
- Refer out and view Referrals in the Patient's Chart
Watch this video for a quick walkthrough!
Configure Chart Filter for Referrals in Practice Settings
Navigate to the System Menu > select Practice Settings > Clinical > Chart Filters.
Click + Add New Chart Filter.
- Enter the Filter Name.
- Choose Dates From, Dates To, Provider, User, Speciality and Locations.
- Click Save.
Refer Out and View Referrals in the Patient's Chart
- Select the patient using the Global Search Bar.
- Hover over Clinical > select Chart.
To Refer Out a patient,
- Right-click on the required treatment.
- Select Referred Out.
A toast notification will appear stating, 'Code(s) status updated successfully'.
To view all the referrals in the Chart,
- Select the Referral filter tab.
- All the Referrals will be visible in the grid.
Practices can use this guide to configure referral chart filters and view referrals in the patient’s chart.