Create an additional screening referral

You can create a new screening referral for a patient you've screened before.

Each screening requires a separate referral for tracking and sending to the lab.

1. Search and select the patient's record from the top right search
2. Find the Patient Referrals panel
   • The HOME panel view includes the Patient Referrals panel.
   • To switch panel views, select the current panel view name in the top right corner, for example, My Patient View.
3. Select
4. Choose Create Referral
   
5. Add a Screening form
   
   • Select Add New Document
   • Double-click the Forms folder to expand it
   • Double-click the Screening form to open it
   • Select Close Draft to add it to the referral
6. Add a Lab Results form
   • Select Add New Document
   • Double-click the Forms folder to expand it
   • Double-click the Lab Results form to open it
   • Select Close Draft to add it to the referral
7. Add a Patient Information form
   • If the patient's medical insurance information has not changed since the last screening, select Link Existing Document and choose the latest Patient Information form
   • If the patient's medical insurance information has changed:
     • Select Add New Document
     • Double-click the Forms folder to expand it
     • Double-click the Patient Information form to open it
     • Select Close Draft to add it to the referral
8. Select Save Draft
   

Now your team has a screening referral ready for when the patient arrives.

Also, the patient can fill out the new Screening form — and the Patient Information form if you added a new one — by logging into their patient portal.

To learn more about checking a patient's portal access or re-sending the portal invite, see Check a patient's portal access .