Access the patient Treatment Plan Screen.
- Select the procedure(s) you are referring out.
- Click the 'Refer To' button.
- External Tab should be selected by default.
- Select the Referred To/By Provider Specialty
- Double Click the Provider Name
(There is an option to only show Verified referrals if desired)
**Providers no longer have to be Verified to send an external referral but their Referral Type must be set to "To" or "Both" under Setup>Referrals are included in the list.
- Skip Selection can be used to create a generic External Referral to be updated later by the referring office rather than the referred to office.
- If you Skip Selection, no provider information for the referred to provider will be listed on the referral. This will be to help the office to be able to keep track of the external referral internally.
After selecting a provider or Skip Selection button:
- The 'Create New External Referral' screen open.
- To send X-Rays saved in Dentiray Web, Click the
button.
- Select Study and Upload.
***** Only 20 X-rays can be uploaded at a time.
A file may be attached by clicking the button.
Or scanned in
***** Only 1 file may be attached at a time.
- A referral form from your Denticon account may be added also but the form ''type must be indicated as Referral to be available for selection.
- Signature may be added or Loaded
- When all is completed, Click the save referral button or print referral button.
Note:
The Treatment Plan status for the procedures referred out will be changed to R* to indicate they have been referred out.
Referrals expire after 30 days to help ensure that all patient information remains secure and up to date.
Reference Links:
How do I setup 'External Referral' sources?
Denticon External eReferral FAQs