Send a referral to one provider

Sending a referral to a single provider

From the Manage view, you can send referrals that were saved as drafts, removed, or retracted.

Click ⋮ in the upper right of the provider item, and then click the Send Referral option. (The option is only available if the referral is draft, removed, or retracted.)

Your selection is displayed as the Referral Provider in the Send Referral popup. Click next .
A referral message appropriate for the services needed is automatically included in the text. If the planned discharge date is not in the discharge orders, the date is left blank for you to add. Type to edit or add to the message as appropriate.
To flag the message as requiring immediate action, click to turn the Priority switch on: .
Click next.
By default, the Facesheet and Referral Summary are the documents selected to share.

Click and drag a document from available to shared or vice versa to add or remove documents to share.
Click to share all available documents.
For obstetric mother/baby couplets who are going to have a one-time nursing visit at home, include the EMD Form; remove the EMD Form for other types of discharges.
Click to clear the shared documents list.

The message you sent is added to the messages list, and the Communicate view. For online providers, the documents section is updated.