Manage Referrals

You can add referrals to the patient record. There are two types of referrals:

  • Referrals To: Send the patient to another dentist or specialist.
  • Referrals By: Explain how the patient was referred to the institution.

    • Examples: Another physician, the yellow pages, an advertisement.

Referrals include information such as the type, any associated clinical or office codes, and the contact and ID information, if applicable.

To manage referrals:

  1. Select a patient and open the Patient Info window > Clinical tab.
  2. Review the list of referrals in the Referrals section.

  3. To perform another task, complete any of the following:
    1. Click By or To to display the Referrals By or Referrals To window.

    2. Click the Clear Data () icon.
    3. Complete the fields as necessary and click the Add a new Record () icon.
      4. Field Description
      Referred To / Referred By

      Click the ellipsis to display the Referrals List window and search for the correct referral.

      • If listed, double-click the entry to select and close the Referrals List window.
      • If not listed, click the Add a new Record () icon to display the Referrals window.
        1. Complete the fields as necessary and click Save to close the Referrals window.
        2. Double-click the new entry to select and close the Referrals List window.
      Details

      Click the button to display the Referrals window and review or modify information.

      Note: This button is only enabled once the referral has been created.

      Referral Date

      Enter the date the patient was referred.
      End Date

      Enter the date the treatment ends (if applicable).
      Is Primary If the patient was referred by multiple practitioners, select the checkbox if this is the patient’s primary referral.
      Note Enter any additional information.
    1. Select a listed referral.
    2. Modify the fields as necessary and click the Modify Record () icon.
    1. Select a patient and open the Patient Info window.
    2. Click the Clinical tab and click By or To to display the Referred By or Referred To window.

    3. Select an entry and click the EPR Forms () icon to display the Add Form window.
    4. Complete the fields as necessary and click OK to add the form.
    1. Select a listed referral and click the Delete Record () icon.
    2. When prompted, click Yes to confirm the deletion.
    1. Select a listed referral and click the Show History () icon.
    2. Review the listed changes in the Referred By History or Referred To History window.