# Referrals ### Overview The 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, including patient names, referred provider names, request dates, and appointment statuses.

### **Action** 1. Click on an eye icon to access more information about the referral.

2. Click on the tick icon here admin approves the referral. After clicking on the tick icon pop-up, the appear can also attach the refer notes on behalf of the referring provider.

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

4. After approval, the admin can book the appointment. ### **Search and Filtering Functionality** 1. Utilize the search bar to efficiently find referrals by patient name, referred provider name, or appointment status.

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

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

### **Adding Referrals** To add a new referral, follow these simple steps:

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, and specialization, and select the referral provider name and the reason for referral. 3. **Save Referral:** Once all details are entered, save the referral to ensure accurate record-keeping. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.omnivatelehealth.com/admin/referrals.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.