# 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

### **Referrals List** View the list of referrals, including patient names, referred provider names, request dates, and appointment statuses.

Referral list

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

View Referral Information

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.

Approve the referral

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

Cancel the referral

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.

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, 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.