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Prepare an additional process for a patient

Summary steps to track another test for a patient after they are already in the system:

  1. Search for and open the patient's record
  2. Select Three line panel menu icon. from the Patient Referrals panel and create a new referral
    • If you don't see the Referrals panel, switch to the HOME panel view by selecting My Patient View or Supporting Documents in the top right corner of the Dashboard.
  3. Add documents to the referral:
    • Test Form
    • Lab Result form
    • Patient Insurance form
      • If the patient has a current one, you can link to the existing one instead.
  4. Select Save Draft when you're done
  5. Confirm the patient has logged in to their portal or resend the invitation
  6. Tell the patient to fill out the draft forms in their patient portal

Now the patient can fill out forms in the portal and your team has a test referral ready for when the patient arrives.

Next, when the patient arrives for their appointment and the test is administered, see Send a test referral to the lab.

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