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Sheets: 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.

Below is the internal sheet for a referral slip. 



  1. Change the Referral Slip as desired. 
    Edit Properties
    Add or edit Sheet Elements and Options
  2. Click OK to save.

 

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