Let’s explore how to add referral sources and where they appear in the system.
Topics Covered
Watch this video for a comprehensive walkthrough.
Add Referral Clinicians/Referral Sources
Let us check out the areas where Referral Clinicians or Referral Sources can be added.
The referral clinician can be selected when creating a new patient profile.
In the Add New Patient slide-out, locate the Referral Source field.
- Select Referral Source or Clinician as the Primary Source, and choose the intended Referral Sub-Category.
- Click + Add Referral Source to add more referral sources for the patient.
- You can add up to 3 Referral Sources in the system.
- To remove any, simply click the bin icon.
A Referral Clinician can also be added from the Refer Out workflow.
Hover over Clinical > select Referrals.
Click Refer Out.
Here, you can select the referral clinician you would like to refer to and add any additional details as needed before continuing.
Touchpoints to View Referral Sources
All the Referral Source Information provided will be displayed on the Patient Top Card across multiple screens, such as Chart, Ledger, Appointment Slide-out, etc.
Chart
Ledger
Appointment Slide-out
Practices can use this simple guide to learn how to add a referral source to a patient and view their information across various touchpoints in CareStack.