Referrals received from the Referral Portal or created in Provet Cloud are listed on Dashboard > Patient Referrals with the status 'Received'. If an approval step is used, received and checked referrals may also have the status 'Approved'.
- On Dashboard > Patient Referrals, open a referral for editing using the white pen button at the end of the row. The referral dialogue opens.
- Select the + Appointments button at the bottom of the dialogue. You are directed to the appointment calendar where you can book an appointment.
- The referral information is shown in the appointment dialogue, and the client, patient, referring organisation, and referring veterinarian (depending on the Referral Portal settings) are prefilled. Fill in any other necessary information and select Save. The status of the referral changes to 'Appointment booked'.