Accessing Favorite Procedure Lists in Referral Workflow
What’s New
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A Star icon is now available in the Procedure Search and Selection dropdown within the referral workflow.
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Clicking the Star icon displays the user’s Favorite Procedure Lists.
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Users can select procedures from their saved favorites and add them directly to the referral.
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If no favorites exist, the system displays “No Record Found.”
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Behavior is consistent with how favorites are accessed in other modules.
How It Works
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Navigate to the Referral component found within the patient module when adding or editing a referral.
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When entering a new referral, click the Procedure addition (+) icon to open the Procedure Search and Selection dropdown.
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Select the Star icon within the dropdown to access Favorite Procedure Lists.
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Choose a procedure from the favorites list to add it to the referral.
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If no favorites are available, the system shows “No Record Found.”
Benefits
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Reduces the time spent searching for commonly used procedures.
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Provides consistent access to favorite lists across modules.
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Improves workflow efficiency when adding procedures to referrals.

