How to Create an In-House Referral?
Patient > Registration > Referrals
In-House Referrals allow the users to refer a patient to a specialist within the practice.
Follow the workflow mentioned above to land on the ‘Referrals’ screen, and select a referral from the listing.
To create an In-House referral, click on the dropdown next to ‘Save’ button on the referral screen and the system displays a pop-up with ‘Save as In-house’ option.
Clicking on the ‘Save as In-House’ option creates an In-house referral.
Meanwhile, in the listing section, the system displays a ‘House’ icon on all in-house referrals, and the ‘Sent’ status appears in place of ‘Draft’.
The status of an in-house referral can be changed back to ‘Draft’ by clicking on the house icon, while the system unmarks the referral as In-house.
