If you set up referral tracking, users can view a list of referrals sent by email using a communication report. In addition, if you enable automatic tasks for sending reasons, tasks are automatically created for users when they send referrals.
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Go to Settings > Items & Lists > Lists.
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Select Add list.
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From the Type list, select Referral sending reason.
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Add a Name for the list.
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Select Save.
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On the Items & lists > Lists page, find the list you created and select Activate a the end of the list row.
The 'external', 'internal', 'other', and 'patient history request' reasons are added automatically to a new referral sending reason list. You can edit them or add other items as needed.
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On the Items & lists > Lists page, find the list you created and select the link to open it.
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Select + Add item.
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Add a Code (optional) and a Label.
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Select Save.
If you add a list of areas of expertise and link it to a sending reason, users must select an area of expertise for the selected sending reason when sending a patient referral by email.
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Go to Settings > Items & Lists > Lists.
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Select Add list.
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From the Type list, select Referral area of expertise.
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From the Referral sending reason list, select a referral sending reason you want to link the area of expertise to.
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Add a Name for the list.
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Select Save.
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On the Items & lists > Lists page, find the list you created and select Activate a the end of the list row.
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Select the list name link to open it and select + Add item.
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Add a Code (optional) and a Label.
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Select Save.
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Repeat steps 8.-10. to add the areas of expertise you need.
Go to Settings > General > Clinic location > Clinic location settings and select Enable mandatory referral sending reason.
When this setting is selected, users must select a sending reason when sending a referral by email.
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Go to Settings > General > Clinic location > Clinic location settings and select Enable automatic tasks for emails with sending reasons. When this setting is selected, a task is automatically created for a user when the user selects a sending reason specified in the following step for an email.
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In the Sending reasons for automatic task creation field, add the referral sending reasons that will create automatic tasks.
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