Linking a clinical note template to an individual referral

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You can link a clinical note template (such as a referral acceptance letter) to an individual referral by following the steps below:

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

  2. Click New Clinical Note at the top-right of the page.

  3. In the Templates section, select the template you wish to link (such as a referral acceptance letter).

  4. Once the template appears, click the Edit (pencil) icon next to the template title, then select the referral you wish to link it to.

    ClinicalNote_ReferralLink.gif
  5. Click Submit.

RESULT: The template will now appear under the referral in the Clinical Notes list.

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