How to Create a Referral Document

Referral documents are created from an existing referral record. The document is pre-filled with referral context including the service, specialty, priority, and reason.

How to Get There

Start from the referrals section of a patient's record, or navigate directly to the referral document creation action.

Steps

1. Select a patient (if not already in a patient context)
2. Select a referral - choose from the patient's existing referrals. Each referral shows the service, specialty, priority, status, and reason
3. Enter document details - set the document title, type, and clinician. Referral merge fields (service, specialty, priority, reason) are pre-populated from the selected referral
4. Edit and save - the document opens in the editor with referral context available as merge fields

Referral Merge Fields

The following merge fields are available specifically for referral documents:

• Referral service and specialty
• Referral priority and status
• Referral reason and clinical details

These are resolved automatically from the selected referral record.

Tip: Create a referral document template with the standard referral merge fields pre-inserted to speed up the process for common referral types.