What is the Listing Section in Referrals?

All the saved referrals are displayed in the listing of both outgoing and incoming referrals.

The referrals appearing in the listing pane display the following information:

• Name of the patient
• Name of Referred to Provider/Specialty
• Date of referral creation
• Attachments icon (only appears for those referrals that contain attachment(s))
• Status of the referral

When the user hovers over a referral in the listing, the system displays the icons for pinning () or deleting () a referral.

Click on the pin icon to pin a specific referral at the top of the list.

Meanwhile, click on the delete icon to delete a referral. Once the delete icon is clicked, the system displays a confirmation prompt with an option to undo the delete action.

Users can delete multiple referrals simultaneously as well.

To do that hover over the referrals you want to delete and click on the ‘Tick’ icon that appears in place of patient name initials. Once multiple referrals are selected, the system displays the Delete, Assign to, Print and Cancel options in the right pane.

Click ‘Delete’ to delete the selected referrals.

If the ‘STAT’ checkbox is enabled in a referral, a red side bar appears on the left side of that referral in the listing pane.

How to Filter Referrals in the Listing?

Filter button can be used to view selective/required referrals in the listing section. Referrals can be filtered based on the following criteria:

• Status of Referral
• Created Date
• Ordered By
• Specialty
• Referred To
• Assigned To
• Keywords
• STAT

Clicking on the ‘Filter’ dropdown displays a popup window. Here, users can choose the required options to filter referrals in the listing.

After specifying the filtering criteria, click on ‘Apply’. Once clicked, the count of the applied filters appears next to ‘Filter’ dropdown.

The applied filtering criteria can be cleared by clicking on the ‘Clear’ option displayed at the top of the filters pop-up. The filtered criteria can be retained for the future by enabling the ‘Retain Selection’ toggle button.

The ‘Search’ bar can also be used to search and view specific referrals in the listing section. Click on the search icon to expand the search bar.

Here, users can search referrals by:

• Patient
• Provider
• Reason or Problem
• Diagnosis Code & Description
• Procedure

Clicking on the () icon closes the search bar.

Edit or Update an Outgoing Referral

Users can edit or update a saved outgoing referral.

To do that, click on the outgoing referral that requires editing and the system opens the editable referral screen in the right pane.

After making the required edits, click save to update the edited referral.

Meanwhile, the incoming referrals section operates in the same way as outgoing referrals.

All CCDA referral requests appear at the top of the incoming referrals listing under ‘Requests’ dropdown heading.

The count of total requests appears next to the heading.

Click on the ‘Requests’ dropdown to expand the section. Referral requests appear in pending state with orange ‘Pending’ status appearing on each cell.

The priority requests or requests which need urgent attention display red bar on their cells.