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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 Three line panel menu icon.
  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 โ€” and the Patient Information form if you added a new one โ€” 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 Link to an external site..