Let's learn how to create a new referral form in CareStack.
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Create a New Referral Form
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Navigate to the System Menu > select Practice Settings > Referrals > Referral Form Templates.
Click + Add Referral Form.
A Create New Referral Form modal will appear,
- Enter the Referral Form Name.
- The referral form name given by the user will be different from the Form Header that appears at the top of a form.
- Select a speciality to tag it to the referral form.
- Click Create.
A new referral form will appear for the user to customise.
Click Edit Header to customise the header.
- Set the configuration for the Practice Logo as Account Logo, Custom Logo, or No Logo.
- For a custom logo, drag and drop the logo to the designated area or click Browse to directly upload the file from the system.
- Change the Form Header name as needed.
- Click Save.
In the Patient Information section,
Users have the option to enable or disable non-mandatory options such as Email and Parent/Guardian.
Users can enable or disable the questions in the referral form.
In the Referring Doctor Information section,
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Users have the option to enable or disable non-mandatory options such as Phone and Email.
- If Email is enabled, it becomes a mandatory field.
In the Tx Clinician Information (Treatment Clinician Information) section,
- Select the Preferred Tx Location (Preferred Treatment Location) from the dropdown.
- Based on the Treatment Location selected, the Preferred Treatment Clinician will vary.
- Users can enable or disable the Preferred Tx Clinician option.
- Click Edit Included Providers to update the list of providers.
- Select the providers to be included in the location.
- Click Save.
In the Procedures section,
- Users can enable or disable the Procedures or Others.
- By default, Extractions, Implants, and Full Arch are the procedures available.
- Click the delete icon to delete the given procedures.
- Click the edit icon to edit the given procedures.
- Click Add Procedures to add new custom procedures. Users can add up to 15 procedures.
In the Consultations section,
- Users can enable or disable the Consultations or Others.
- Click + Add Consultations to add new custom consultations. Users can add up to 15 consultations.
- Click the delete icon to delete the consultations.
- Click the edit icon to edit the consultations.
In the Teeth Numbers for Extraction section,
Users have the option to enable or disable non-mandatory options such as Teeth Selector and Enter Teeth Number.
In the Radiographs or Clinical Photos section,
Users can enable or disable the Radiographs or Clinical Photos.
In the Add Case Notes section,
Users can enable or disable the Add Case Notes.
After customising the form,
- Click Preview to view the preview.
- Click Publish to publish the referral form.
- Once the form is created, you can view it under Referral Form Templates.
- Click Edit to edit the referral form.
To learn more about filling out a referral form, click here.
To duplicate a referral form,
- Click the three-dot menu.
- Click Duplicate.
A Duplicate Referral Form modal will appear,
- Rename the Referral Form Name as needed.
- Change the Tag to Speciality as needed.
- Click Create.
- A copy of the selected form will appear,
- Make the required changes.
- Click Publish.
Manage Permissions
- Navigate to the System Menu > select Practice Settings > Administration > Profiles.
Click Manage Permissions for the intended profile.
- Select Practice Settings.
- Under Referral Settings, select the View Refer-In Form or Create/Edit Refer-In Form permissions as needed.
- Click Save.
On the Confirm Action modal that appears, click Yes to proceed.
A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this guide to learn how to create and customise a Referral Form according to their preferences.