Referral Slip Setup

Referral slips are a type of Sheet that can be customized. For example, it can be based on a scanned referral slip from the provider.

To customize layout, create a custom sheet with a ReferralSlip type.

  1. In the Main Menu, click Setup, Sheets.
  2. Copy a referral slip or create a new one.
    • Highlight an internal ReferralSlip and click Copy.
    • Highlight a custom ReferralSlip, then click Duplicate to copy it.
    • Click New to create a new custom sheet and select ReferralSlip as the type.
    • Double click an existing custom ReferralSlip to edit.
  3. Change the Referral Slip as desired.

    General Sheet Properties

    Sheet Elements

  4. Click OK to save.

Below is the internal sheet for a referral slip.