The referral slip sheet is used for patient and provider referrals and can be customized to meet the needs of the practice.

In Sheets, double-click on a custom sheet with the type of ReferralSlip.

Alternatively, in Sheets:

• Click New and choose ReferralSlip as the Sheet Type to create a new Referral Slip from blank.
• Select an existing Custom ReferralSlip sheet and click Duplicate to create a copy of an existing Referral Slip.
• Select the existing Internal ReferralSlip sheet and click Copy to create a copy of the default Referral Slip that can be edited.

Also see: Sheet Def Properties and Sheet Field Types.

The internal referral slip sheet shown above is the default referral slip. Custom referral slips can be created for different referral sources. Assign the custom sheet to a referral source from the Referral List.

To customize a Referral Slip, see Edit Sheet Def.

Referral Slips support Electronic Signatures and can be added to the sheet.