Linking a clinical note to a referral is useful if you plan on using dynamic terms to auto-populate the referral details. For Halaxy to know which referral details to use, you must link the clinical note to a referral.
To link a clinical note to a referral:
Navigate to the clinical note.
Click the Edit (pencil) icon next to the note title.
In the Referral drop-down menu, select the referral you want to link the note to.
After saving, the referral details will be automatically populated when you publish the note.