Attach a Physician Referral

See Enter Referral Information for more information about adding referrals in the Client Editor. The instructions below explain how to add credentials in the Manage Attachments window.

  1. Open the Manage Attachments window.
    • Click Paperclip icon on the main toolbar.

    • Open the patient record to which you want to add the attachment, then click Attach in the Client Editor.

  2. In the Document Type pane, select Referral. If you opened the window from the Client Editor, then this step was done for you.
  3. In the Name list, click the name of the patient to whom you want to add an attachment. If you opened the window from the Client Editor, then this step was done for you.
  4. In the Case list, click the case to which you want to add an attachment.
  5. Click Add button.
  6. Enter the number of visits, effective date, and expiration date of the referral.
  7. Click Attach, then browse to the file. You can attach an image file or a PDF smaller than 1MB.

    Attach a referral

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