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):

  1. Go to Inbox —> Documents
  2. Click on any document you’d like to send
  3. Click on “three dot” icon in top right
  4. Click “Fax”
  5. Choose recipient from contact list and other requested fields
  6. Click “Generate Cover Page”
  7. Click “Send Fax” (please note: there is no document preview but it will be included when sending the fax)

Still need help? Contact Us Contact Us