What are Incoming Referrals?
Patient > Registration > Referrals
If a patient is referred to a provider by another provider, an incoming referral is recorded by the provider the patient is referred to. To record an incoming referral, follow the workflow above to land on the ‘Referrals’ page and click ‘+Incoming’ button.
On the “Incoming” screen, fill in all the mandatory details.
The ‘Visits’ field designates a set number of visits for the particular patient. The ‘Remaining’ count keeps a record of how many visits have been made and how many remain out of the designated total.
To add ‘Referred To’ and ‘Referred By’ providers, click their respective buttons. A ‘Providers’ screen pops up. Clicking a provider adds it to the ‘Referred To’ or ‘Referred By’ field (whichever is applicable) in the ‘Referrals’ screen.
Users can also search a provider using the ‘First Name’, ‘Last Name’, ‘Affiliation’ and ‘Specialty’ search fields and click on it to add. A similar procedure can be followed to add ‘Diagnoses’ and ‘Procedures’.
Once all information has been added, click ‘Save’.
The recorded incoming referral then shows up on the ‘Referrals’ screen.
NOTE:
Some insurance companies require a referral number when a patient is referred to the rendering provider. That number is added in the ‘Referral #’ field.
