Add Referring Physician Information

The Default Referring Physician (PC) and Referring Physician Mailing List fields in the ID tab allow you to attach the various referring physicians for a patient. The Default Referring Physician (PC) field is for the primary care physician who will refer the patient the majority of the time. The Referring Physician Mailing List allows you to list all the physicians that the patient sees (i.e., the patient's family physician, cardiologist, ENT, etc.) and include them whenever a referring letter is sent. Use the following steps to add referring physician information for a patient.

 

1. From the patient's open chart, click the ID tab.
    

2. In the Case section, select the applicable Practice.
    

3. In the Case field, select the Case you want to add the referring physicians to, if applicable.
    

4. To add a default (primary care) referring physician, click the Pick button next to the Default Referring Physician (PC) field.
   
   
   
    

5. In the Referrals dialog, select the Referring Physician (PC) for the patient, and then click the Ok button.
   
   
   
    

6. To add additional referring physicians for the patient, click the Pick button next to the Referring Physician Mailing List field.
   
   NOTE: The referring physician you selected in step 4 will already appear in the list.
    

7. In the Referrals dialog, select the Referring Physician you want to add for the patient, and then click the Ok button.
    

8. Repeat steps 5 and 6 to add additional referring physicians to the mailing list.
    

9. Once the applicable referring physicians have been added, use the arrow buttons to the right to modify the order in which the referring physicians will appear.