Add and Manage Referrals

This article will help you manage the Referrals library, which contains information for each referral you work with. This library populates the Referrals drop-down list in the patient case, allowing a referral to be selected for a patient case rather than having to enter it manually.

The Referrals library is located in Administration Setup. You must have appropriate permissions to access this library.

To perform the following procedures, log in to Administration Setup and double-click the Referrals icon.

Add a Referral

1. Click [Add Referral] on the toolbar.
2. Choose the referral’s type, optionally, enter a Provider No. and Company name.
   Note: The OHIP Referral Provider type is used as referral provider when billing for services covered by OHIP.
3. Enter the referral’s Full name.
4. Enter any additional information for the referral in the remaining fields.
   Note: To identify the referral’s birthdate, check the Birthday box and choose or enter a date. If you would like to add notes about the referral, type them in the Notes field.
5. Click Save and Close.

Edit a Referral

1. Locate a referral name and either double-click on it or click [Edit Referral] on the toolbar.
2. Make changes to the information, then click Save and Close.

Delete a Referral

1. Locate and select a referral name.
2. Click [Delete Referral] on the toolbar.
3. Click Yes when prompted.

Deactivate or Reactivate a Referral

1. Locate and double-click on an referral name.
2. Change the referral’s Status to Active or  Inactive.
3. Click Save and Close.