| Action | Use to... | Note |
|---|---|---|
| Print a copy of the referral. | ||
| Export to PDF | Create a PDF of the referral. |
|
| Attach Document | Attach any kind of document to a referral. |
|
| Archive | Move the referral to the referral archive. | |
| Send Note | Send a message to the other (sending or receiving) provider. | |
| New Referral | Create a new referral for the selected patient. | |
| Finalize | Complete and send referrals. | Sending offices only |
| Discard | Delete a referral created in error. | Sending offices only |
| Cancel | Cancel a referral sent in error. | Sending offices only |
| Reassign | Reassign a referral when a receiving office has declined a referral; select a new specialty and/or sub-specialty and/or provider; and/or reassign a referral when the receiving office is not responding. | Sending offices only |
| Contact/Schedule | View patient contact information, log contact attempts and log scheduled appointments. | Receiving offices only |
| Request Additional Information | Send a note requesting additional information to the sending office and/or request an insurance referral. | Receiving offices only |
| Forward | Send the referral to another provider. | Receiving offices only |
| Decline | Decline an incoming referral and alert the sending office that they should select a new provider. | Receiving offices only |
'Select Action' options
Options under the Select Action button in the Work Queue change based on the status of the referral and whether you are the receiving or sending office. The following options are available to both sending and receiving offices.