Creating a referral (overview)

You can easily create referrals to send via fax or print from the chart. There are a few methods to start a referral: 

• Via the summary bar 3-dot icon or the referral section in a chart (write an order, include multiple notes, documents, problems, etc.)
  • This is the most flexible and customizable referral method to create referrals from
• Via a note (if you want to just send a note as a referral)
  • Look for the 3-dot icon, then choose "Start referral".
• Or via a document (if you want to send a document as the referral)
  • Look for the 3-dot icon, then choose "Start referral".

Here is a video showing the different ways to initiate a referral. The GIF below shows how to create a referral from the summary bar.