Add a Referral Button to a Template

The Referral button allows you to access the Referrals dialog in a chart note where you can add and maintain transition of care and/or referring out information for a patient, along with the applicable provider and diagnosis information. When referral information is entered, you have the ability to display the referral in the Facesheet under the Referrals section. Likewise, all referral entry and modifications made in a chart note are tracked in the History tab as well as in the Audit Trail. Use the following steps to add a Referral button to a template.

1. Open the Template that you want to add a Referral button to.
    

2. In the Template Editor, click Referral.
    

3. Position the cursor where you want the Referral button to appear in the template.
    

4. Click the button. The Referral button will then appear in the template.
    

5. Click the button to configure the note heading.
    

6. In the Referral Note Heading dialog, enter the Heading for the Referral button you are adding, and then click the OK button. The heading text will then appear to the left of the Referral button in the chart note.