How to Manage Referrals?

Navigate to Patient >> Manage Patient
Enter few characters of Patient Number / First Name / Last Name / Account Type in the Search Box and Click "Search" Button.

Click on the Patient record.

On Patient Dashboard under Related Task click "Billing Form Customization".

Enter referral details and  click "Save and Continue".

Navigate to Scheduling >> Patient Scheduling then select patient scheduling or scheduling by clinician and open calender. Mark appointment as seen.

In Referrals "Remaining Visits'  decreases.


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