Referral

Last updated: 2026-03-29

Referrals

This module allows you to create, manage, and track patient referral letters. You can send patients to outside specialists, hospitals, or laboratories. To save time, you can also build standard Templates that automatically fill in the referral details for common requests.

When Do I Use This?

  • When a doctor needs to refer a patient to a specialized clinic (e.g., Cardiology, Orthopedics).
  • When sending a patient to an external facility for X-rays, MRI, or specialized lab work.
  • When creating standard, reusable letter formats (Templates) for your clinic so staff don't have to type the same referral letter from scratch.

How To Use

1. Creating a Referral Template

Set up templates first to make creating future referrals much faster.

  1. Go to Referrals → Templates from the main menu.
  2. Click + New.
  3. Enter a Name for your template (e.g., "Standard Physical Therapy Referral").
  4. Type out the standard letter in the Body section. You can format this text just like a normal document.
  5. Click Save.

2. Issuing a Patient Referral

  1. Go to Referrals from the main menu.
  2. Click + New.
  3. Select the Patient who is being referred.
  4. Select the doctor making the referral in the Referred By box.
  5. Select the receiving clinic or doctor in the Referred To box.
  6. Select a Template. (Magic step: Once you select a template, the system will automatically copy the template's text directly into the Document box!)
  7. Make any patient-specific edits to the letter in the Document box.
  8. Click Save.

Field Descriptions

Patient Referral Fields

Field Name Description
Patient The patient who needs the referral.
Referred By Your clinic's doctor or practitioner who is requesting the referral.
Referred To The outside clinic, hospital, or doctor receiving the patient.
Template A pre-written letter format. Selecting one automatically fills the Document field below.
Document The actual referral letter that will be printed or sent. You can edit the text here without changing the original template.
Note Internal comments or instructions for your staff regarding this referral.

Template Fields

Field Name Description
Name The title of the template (e.g., "X-Ray Request"). Make it clear so staff can easily find it.
Active Check this box if the template is currently in use. Uncheck it to hide old templates without deleting them.
Description A brief explanation of when staff should use this specific template.
Body The main text of the standard letter. This supports rich text, meaning you can use bolding, bullet points, and formatting.
Tip: Always use Templates for your most common referrals! Because the system automatically copies the template into the final document, your doctors and nurses only need to add specific patient details, saving them valuable time during a busy shift.
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