Add a referral document

You can fill out a new document directly from a referral.

Forms and letters you add this way are also accessible from the Patient Documents panel and progress notes from the Progress Notes panel.

1. Select Add New Document
   
2. Search for a specific template with the filter field or Expand folders by selecting the triangle beside each folder or by selecting Collapse/Expand All
   
3. Select a form or letter template and choose OK
4. Fill out the details and select Lock or Close Draft
   
   • Lock: The document cannot be edited and is accessible from the referral or the Patient Documents panel.
   • Close Draft: The document remains in draft status and can be edited from the referral or the Patient Documents panel.
5. The document is now linked to the referral

To read and review a document after you add it to the referral, select the document's title listed in the referral.

To remove the document link from the referral, select X

• Documents you unlink are still accessible from the Patient Documents panel. Progress notes are still accessible from the Progress Notes panel.