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How to Send Manually Logged Referrals Back to the Clinical Record?

This article walks you through how to send manually documented referrals back to the clinical record.

Written by Sonja Gebhardt
  1. Manually Log a referral ๐Ÿ‘‡
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  2. Go to the 'Client Record' ๐Ÿ‘‡ tab of the client you manually documented the referral of
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  3. Find the referral within the 'Client Record' and select it ๐Ÿ‘‡
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  4. Scroll down until you can see 'Send to Clinical Record' ๐Ÿ‘‡ and select it
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  5. Add any relevant SNOMED codes by searching for them ๐Ÿ”, and then ticking the box next to the relevant code โ˜‘๏ธ
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  6. Press 'Send to clinical system' ๐Ÿ‘‡
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  7. You have now sent the manually documented referral back to the clinical record! ๐ŸŽ‰

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