Find and send a screening referral

You can add all of the information to a patient's screening referral that is required before sending it to a 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 the referral created for this patient's screening
   
   • If there is no referral for this screening, create a new one. Select , choose Create Referral, and then add the required forms.
   • To learn more, see Prepare an additional screening for a patient.
4. Find the ID Number on the COVID-19 Patient Screening Form
   
   • Select COVID-19 Patient Screening Form from the Documents list
   • Scroll down to "For Office Use Only"
   • The ID is displayed beside "Document ID", for example, "Document ID: Antigen-105"
5. Outside the system: Write the ID Number on the test kit
6. Outside the system: Administer the test
7. Complete the COVID-19 Patient Screening Form
   • Confirm the patient's answers to all of the screening questions
   • Enter the Lot Number provided with the kits your office received
     • If there is no lot number, enter "N/A".
   • When you are finished, select Lock
8. Type the ID Number into the screening referral Description
9. Complete the Patient Information Form
   • Select Patient Information Form from the Documents list
   • Confirm the patient has completed the form
     • This information is required for financial reimbursement.
   • When you are finished, select Lock
10. Leave the Lab Results empty and draft for the Lab to complete
11. Set the Receiving Clinic to your designated lab
12. Outside the system: Take a photo of the test after the waiting period and upload it to your computer
13. Attach the test photo to the referral
    • Select Add New Attachment
    • Select Choose File to find the file you want to upload
    • Leave Description and File Type blank
    • Select Upload
14. Confirm you've included all of the required information in the referral
    
    • Patient Information Form linked and locked.
    • COVID-19 Patient Screening Form linked and locked.
    • Document ID from the Screening form written on the test kit and in the referral description.
    • COVID-19 Lab Results form linked and draft.
    • Test Photo image attached.
    • Receiving Clinic set to your designated lab
15. Select Send Referral

Now the lab can process the screening referral you sent and confirm the test results.

For a checklist of the details required before sending the screening referral to the lab, see Office Requirements Checklist.