Managing patient referrals from their medical summary

You can view and update a patient’s referrals in the Referrals tab of their medical summary.

Steps

1.

Open the patient’s medical summary. See Opening the medical summary.

2.

Click the Referrals tab. The EMR displays a list of the patient’s outstanding and completed referrals.

3.

To re-sort the order of the patient’s referrals, click the header of the column.

4.

To view and/or update a specific referral on the list, double-click the referral.

Tip: Any updates you make do not reflect in the Referrals tab until you close and re-open the medical summary window.

5.

If the patient’s list of referrals is extensive, you can filter the list:

a)

Above the patients referral list, click Show all referrals. The List of Referrals for All Patients window opens, filtered to display only referrals for the selected patient.

b)

Use the various filters available to find the referral(s) you want (for descriptions of the filters, see the steps in Managing your referrals using the Referral List).