How do I link a clinical note to a referral?

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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:

  1. Navigate to the clinical note.

  2. Click the Edit (pencil) icon next to the note title.

    ClinicalNote_ReferralLink.gif
  3. In the Referral drop-down menu, select the referral you want to link the note to.

  4. Click Submit.

After saving, the referral details will be automatically populated when you publish the note.

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