How do I link a referral to an existing clinical note?

  1. Go to the patient's profile and click the Clinical Notes tab.

  2. Click the clinical note that that you want to link the referral to (NOTE: you must choose a clinical note, not an appointment).

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

  4. In the Referral drop-down menu, select the referral the note or letter is to be linked to.

  5. Click Submit.

After saving, the referral details are automatically populated for you.

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