If you set up referral tracking, users can view a list of referrals sent by email using a communication report. In addition, if you enable automatic tasks for sending reasons, tasks are automatically created for users when they send referrals.
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Go to Settings > Lists & Templates > Lists.
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Select Add list.
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From the Type list, select Referral sending reason.
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Add a Name for the list.
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Select Save.
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On the Lists & Templates > Lists page, find the list you created and select the Activate button at the end of the list row.
The 'external', 'internal', 'other', and 'patient history request' reasons are added automatically to a new referral sending reason list. You can edit them or add other items as needed.
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On the Lists & Templates > Lists page, find the list you created and select the link to open it.
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Select Add item.
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Add a Code (optional) and a Label.
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Select Save.
If you add a list of areas of expertise and link it to a sending reason, users must select an area of expertise for the selected sending reason when sending a patient referral by email.
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Go to Settings > Lists & Templates > Lists.
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Select Add list.
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From the Type list, select Referral area of expertise.
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From the Referral sending reason list, select a referral sending reason you want to link the area of expertise to.
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Add a Name for the list.
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Select Save.
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On the Lists & Templates > Lists page, find the list you created and select Activate at the end of the list row.
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Select the list name link to open it and select Add item.
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Add a Code (optional) and a Label.
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Select Save.
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Repeat steps 8.-10. to add the areas of expertise you need.
Go to Settings > General > Clinic location > Clinic location settings and select Enable mandatory referral sending reason.
When this setting is selected, users must select a sending reason when sending a referral by email.
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Go to Settings > General > Clinic location > Clinic location settings and select Enable automatic tasks for emails with sending reasons. When this setting is selected, a task is automatically created for a user when the user selects a sending reason specified in the following step for an email.
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In the Sending reasons for automatic task creation field, add the referral sending reasons that will create automatic tasks.
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