NOTE: This may be done by PA or Clinician - Only if client has no referral.
1. Click on the
button in the Appointment booking toolbar, found on the top right hand side of the screen. NOTE: You need to have a client active in order to log the new referral.
2. If you belong to multiple teams, select the appropriate team from the Owner key lookup window and click Accept Changes.
3. The new blank referral will open on the screen. Fill in the appropriate fields:
- Referral Date: Enter the date the referral was created (Ctrl+T for today's date)
- Referred To: Select the appropriate response
- Referral Reason: Select the appropriate reason
- Source: Select the appropriate source
- Priority: Select the appropriate priority
4. Press F12 to Save.
5. Click the
button in the top right hand corner of the screen to return to the Appointment Booking application.