When completing the Add referral workflow, you can create custom templates that will be available to use within all referrals going forward.
Creating referral templates1. Click into the Referral For section to select or create templates from the fly-out Templates pane.
2. Select Add folder to create a new template folder.
3. Name the folder and click Save.
4. Select the arrow to the left of the folder name to expand the folder and click Add a new template.
5. Once you have added the template, click Save. You can continue adding additional templates to that particular folder and/or create additional folders.
Click the “i” icon to see a key of shortcuts you can include in your templates to quickly parse patient information into the referral letter.
*Please Note: Once you have created a referral template, you can only edit it. These templates cannot be deleted.