Schedule and Practice Workflow: Referrals

Version 14.8

About Schedule and Practice Workflow: Referrals

Path: Smart Toolbar > Schedule button (F7) > Referrals tab

The Schedule and Practice Workflow combines a number of forms to help you get your work done faster and more efficiently. The Schedule and Practice Workflow consists of a calendar, patient tracking, messages, a task list, encounter information, well visit information, diagnostic tests, referrals, documents, surveys, and a patient prescription queue.

The Referrals tab displays pending referrals.  From this tab you can select a referral to review, edit, or print.  Referrals are displayed based upon the selections made in the Scope field. 

Schedule and Practice Workflow: Referrals Map

Number
Section
Description

1

Review/Edit buttonThe Review/Edit button opens the Referral/Care Transition Details window for the selected referral in the Referral list grid. Doing this will allow you to review or edit a referral to a specialist, respond to a referral, create a correspondence, and input a tracking entry for the care transition

2

Print buttonThe Print button prints the Referral record list displayed in the Referrals Record List grid.

3

Referral Record List gridThe Referral Record List grid displays pending referrals based upon the selections made in the Scope field.
4
Left tabs

The left tabs open a different section within the practice's schedule and practice workflow.  The Schedule and Practice Workflow contains the following left tabs:


5
ScopeThe Scope field narrows the parameters for the displayed tab.  The Search Schedule button displays the highlighted patient appointments in the Search Appointment window. Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.