Link a clinical note to a referral

When you link a clinical note to a referral, the note appears under that referral in your clinical notes list. This helps organise your clinical records - such as referral acceptance letters, treatment reviews or appointment notes - according to referrals.

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Link a clinical note to an individual referral

  1. Open the clinical note.

  2. In the clinical note title bar, click the Icon-Edit.svg edit icon.

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  3. In the pop-up, for Referral, select the referral to link to this note.

  4. Click Save.

  5. (Optional) Preview the clinical note to view your populated dynamic terms. (To preview, click the down arrow beside the Save button, then click Preview.)

The clinical note now appears under the referral in the Clinical Notes list.

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