Create an additional test referral

You can create a new test referral for a patient you've tested before.

Each test requires a separate referral for tracking and sending to the lab.

1. Search and select the patient's record from the top right search
2. Find the Patient Referrals panel
   • The HOME panel view includes the Patient Referrals panel.
   • To switch panel views, select the current panel view name in the top right corner, for example, My Patient View.
3. Select
4. Choose Create Referral
   
5. Add a Test Form
   
   • Select Add New Document
   • Double-click the Forms folder to expand it
   • Double-click the Antigen COVID-19 Test Form to open it
   • Select Close Draft to add it to the referral
6. Add a Lab Result form
   • Select Add New Document
   • Double-click the Forms folder to expand it
   • Double-click the Antigen COVID-19 Test Lab Result form to open it
   • Select Close Draft to add it to the referral
7. Add a Patient Insurance form
   • If the patient's medical insurance information has not changed since their last test, select Link Existing Document and choose the latest Patient Insurance Details form
   • If the patient's medical insurance information has changed:
     • Select Add New Document
     • Double-click the Forms folder to expand it
     • Double-click the Patient Insurance Details form to open it
     • Select Close Draft to add it to the referral
8. Select Save Draft
   

Now your team has a test referral ready for when the patient arrives.

Also, the patient can fill out the new Test Form — and the Patient Insurance Details form if you added a new one — by logging into their patient portal.

To learn more about checking a patient's portal access or re-sending the portal invite, see Check a patient's portal access .