Linking a clinical note template to an individual referral


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.

    User clicks the pencil icon at the note title and selects a referral to link the note to
  5. Click Submit.

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

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