Go to the patient's profile and click the Clinical Notes tab.
Click New Clinical Note at the top-right of the page. The note will appear in the list on the left.
If you wish to use a template, Click Templates in the editor and choose your letter or template and click Save.
Click the Edit (pencil) icon next to the title of the clinical note.
Select the referral the note or letter is to be linked to.
After saving, the referral details are automatically populated for you.