​Create Referral

A referral is a formal recommendation for a patient to consult with another healthcare provider or
specialist for additional evaluation, treatment, or services.

To create a referral, provide the following details:
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1. Patient Information

• Name: Enter the patient's full name (e.g., Ali Basit).
• Marital Status: Specify if the patient is single, married, etc.
• Full Address: Provide the patient's residential address.
• Phone: Enter the patient's contact number.
• Email: Add the patient's email address.
• Gender: Note the patient’s gender, age, and date of birth (e.g., Male | 24 y/o | 05/01/2000).
• Allergies: List any known allergies (e.g., Dust, Peanuts).
• Employment Status: Indicate whether the patient is employed, unemployed, etc.

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2. Referral From

• Name: Enter the name of the referring provider (e.g., Clinic Owner).
• Specialty: Note their area of expertise (e.g., Child Care, Adult Care).
• Work Phone: Provide their contact number.
• Fax: Add the fax number if available.
• Email: Include their email address

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3. Referring To

• Provider's Name: Specify the name of the provider to whom the patient is being referred.
• Search for Provider: Use the search function to locate the provider in the system.
• Start Date: Enter the date the referral starts.
• Expiry Date: Specify when the referral expires.
• Authorization Code: Provide the code if required.

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4. Patient's Insurance Information

• Insurance Type: Select the type of insurance (e.g., Private, Medicaid).
• Type, Company, Plan, Group, Policy: Provide detailed insurance information or mark as N/A if not applicable.

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5. Referral Notes

• Instructions: Add any specific instructions related to the referral (up to 500 characters).
• Reason for Referral: Briefly state the reason for the referral (up to 300 characters).
• Search From Patient Diagnosis Codes: Search and select relevant diagnosis codes for the referral.
• Clinical Notes: Add detailed clinical notes to support the referral (up to 5000 characters).
• Internal Notes: Include any internal information not visible to the patient (optional).