🔁Referrals

On this page admin efficiently tracks, manages, and add referrals for comprehensive patient care.

Referral Management

The Referral Management section of the Admin Panel empowers you to efficiently track and manage referrals initiated by both patients and providers.

This includes overseeing vital details such as patient names, referred provider names, referral request dates, and appointment statuses (completed, cancelled, pending).

Referrals List

View the list of referrals displayed, encompassing patient names, referred provider names, request dates, and appointment statuses.

Referral list

Action

1. Click on an eye icon to access more comprehensive information.

2. Click on tick icon here admin can also attach the refer notes on behalf of the the referring provider.

3. Click on cross icon admin can cancel the referral appointment.

Search and Filtering Functionality

1. Utilize the search bar to efficiently find referrals by patient name, referred provider name, or appointment status.

Search

2. Employ filtering options to sort referrals based on their status (all, completed, pending, cancelled).

Filter by status

3. Exporting referral data facilitates comprehensive analysis and management of referrals beyond the system if necessary.

Export

Adding Referrals

To add a new referral, follow these simple steps:

Add referral

1. Click "Add Referral": Initiate the process by clicking on the "Add Referral" button.

2. Enter Details: Fill in essential information such as patient name, specialization, select the referral provider name, and reason for referral.

3. Save Referral: Once all details are entered, save the referral to ensure accurate record-keeping.