Log who a Dentist Referred the Patient To (Referred To)

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For reference and reporting purposes, add where each patient has been referred to.

  1. Click the navigation menuPatients > Patients page

  2. Recalls / Referrals tab > Within the Referred To sub-tab

  3. Click Add mceclip2.png

    1. Date: Enter the date of the referral

    2. Referred to: Click the notepad icon

      1. Select the relevant referral 

      2. Click Link to Patient
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  4. Notes: Enter quick notes about the referral

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  5. To delete a Referred to record, select it in the list and click the Delete icon mceclip3.png

Links:

Add New Referrals

Make a Referral Inactive

Log who a Dentist Referred the Patient To (Referred To)

 

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