Referrals (not associated with patient)
Follow these steps to create a referral that is not associated with a patient (note: you will need to have fax enabled for this to work):
- Go to Inbox —> Documents
- Click on any document you’d like to send
- Click on “three dot” icon in top right
- Click “Fax”
- Choose recipient from contact list and other requested fields
- Click “Generate Cover Page”
- Click “Send Fax” (please note: there is no document preview but it will be included when sending the fax)
