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Assessment/Plan
3. Double-click the caregiver name to send the referral to, or drag and drop, or select
and click Include to display Referral.
NOTES
* Under Signature, if you select the Use my Signature Bitmap box and enter your
Password (if required), the electronic signature you have on file in the database
appends to the referral letter when you click OK, Print, Fax or Email.
* If Use my Signature Bitmap is checked, when screen date saves to the
database, the Details tab in the Referral dialog box is only accessible to the
caregiver who effectively “signed” the letter. Other caregivers can view the Letter
tab, but not the Details tab.
4. Complete referral dialog screen.
Screen Element
316
Action
Caregiver and Specialty/Clinic
These fields default from Data Search selections.
Can be referred elsewhere
Check to indicate patient can be referred elsewhere.
Consultation
Select appropriate box(es) to indicate what followup is desired.
Referral
Select to transfer management of the patient
problem to the referral physician and request
visit summaries.
Signature
Check Use my Signature Bitmap to use your
electronic signature on the letter or form.