> For the complete documentation index, see [llms.txt](https://docs.omnivatelehealth.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.omnivatelehealth.com/admin/referrals.md). # Referrals On this page admin efficiently tracks, manages, and add referrals for comprehensive patient care. ### 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.omnivatelehealth.com/admin/referrals.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. 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.