Patient List – Adding New Referral

If Referral Management is connected to a facility’s electronic health/medical records system (EHR/EMR), this page will be populated with a patient listing. Screen Navigation Adding a Patient from EHR/EMR Adding a Patient with Blank Referral

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Add/Edit Patient Screen

After selecting Add patient on Patient List the screen opens to New Patient (patient not in Patient Listing) or Edit Patient (Patient Listing populating data). Screen Layout Demographic Information Notes: Contact Section Notes Contact information for patient and emergency contact. None of the fields are required by the system, but may be requested by the […]

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Referral Management Dashboard

After clicking Referrals from the left side menu in the web portal, Referral Management will open to the Referral Management Dashboard. This Dashboard shows all referrals in process, action needed by clinician, action needed by patient and completed. Navigation Status Action Needed Ellipsis Action Available Referral has completed all steps and patient has received equipment. […]

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