The Edit Referral Attachment window is used to enter more details or edit an attached referral.

In the Referrals for Patient window, double-click an attached referral.

• Referral Type: Defaults to the type selected when the referral was created. Select a new type to change.
• Name: First and last name or description of the referral source.
  • Edit Referral: Edit the referrals general information (affects all patients with this referral)
  • Change Referral: Select another referral source for this patient. When a referral is changed, an entry is made in the Audit Trail.
• Notes about referral source: Auto-populates with the notes from the referral.
• Referring Provider: Click [...] to choose the provider referring the patient for treatment. To clear the selection, click None.
  
  Note: The default Referring Provider is chosen in the following order:

  1. The provider attached to the logged-on user.
  2. The provider attached to today's appointment.
  3. The provider attached to the most recent appointment.
  4. The patient's primary provider.
• Date: The date the referral source was attached to the patient.
• Order: The order the referral source is listed. To change, in the Referrals for Patient window, select the referral then use the Up/Down arrows.
• Status (if referred out): The status of the treatment that has been referred to another provider. Use the dropdown to select a different status.
• Patient note: Referral notes specific to this patient. Also shows in the Referrals Attached grid under Notes.
• Referral Slips: A list of referral slips generated for this source. Double-click a slip to open. To generate a slip, see Referral Slip.Transition of Care: Check if this is a referral for EHR Summaries of Care.
• Procedure: Abbreviation of a procedure that has been referred to another provider (see Track Referrals below for how to attach).
• Date Proc Completed: Enter the date the referred out procedure was completed.

Click Save to keep changes. To remove the referral from the patient click Detach.