Prepare an additional screening for a patient

Summary steps to track another screening for a patient after they are already in the system:

1. Search for and open the patient's record
2. Select from the Patient Referrals panel and create a new referral
   • If you don't see the Referrals panel, switch to the HOME panel view by selecting My Patient View or Supporting Documents in the top right corner of the Dashboard.
3. Add documents to the referral:
   • Screening form
   • Lab Results form
   • Patient Information form
     • If the patient has a current one, you can link to the existing one instead.
4. Select Save Draft when you're done
5. Confirm the patient has logged in to their portal or resend the invitation
6. Tell the patient to fill out the draft forms in their patient portal

Now the patient can fill out forms in the portal and your team has a screening referral ready for when the patient arrives.

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Next, when the patient arrives for their appointment and the test is administered, see Send a screening referral to the lab.

Support Material

Helpful links if you have questions or want to know more as you're exploring.

• Video Create an additional screening referral
• Detailed Steps Create an additional screening referral
• Article Check a patient's portal access
• Checklist Office Requirements Checklist