Link a Scan to Referrals

Version 14.8
Path: Smart Toolbar > Docs button

Overview

This page will instruct you on how to link a scanned item to a referral or transition of care record.

Scan a Document and Attach to a Referral Requisition

  1. Click the New Document button in the Manage Documents window.
  2. Scan or import the document.  The image(s) will appear in the sketch panel.
  3. Move the referral letter from the Sketch Panel to the Thumbnails panel.
  4. Search for the patient from the Patient ID or Patient Name field in the document details panel.
  5. Select Referral Letter in the Item Type dropdown list.

  1. Click the paper clip to the right of Item category field, the Choose a Medical Record to Attach to a Consent Record window opens.
  2. Select the referral to attach the scanned document and click OK.

NoteIf the referral does not exist, click the Add button on the Choose a Medical Record to Attach to a Consent Record window and complete the Referral/Care Transitions Details window. Click here for detail information on writing a referral.
  1. (Optional) If the scanned document is confidential, click the dropdown arrow in the Privacy level and select from Privacy Level from the list.
  2. Click the dropdown arrow and select the name of the person who will review the referral in the Addressed to field.
  3. Click the dropdown arrow and select the Status of original for the list.
  4. Save the document by clicking Save.