Creating Referral Correspondence Templates
Related Training
Managing Referrals Recorded Class
Use the Referral category of correspondence templates to correspond with referral source providers. To access and create correspondence from the Referral Follow-Up List, on the Location tab, select To Do > Referral Follow-Up List or Referrals > Referral Activity. Then under Actions, click Manage Follow-Ups.
To create a referral correspondence template:
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From the Administration tab, select Templates > Correspondence Templates.
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Under Actions, click Create New Template. The fields become editable.
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In the Template Category field, select Referral.
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In the Template Name field, type a unique name associated with the template.
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In the Template Format field, select Letter or Email.
Note: If you need both formats, save the template and then click Copy Selected Template. Save the copy using a unique name, such as Referral Email.
The Addressee field is populated as Referral for templates in this category.
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If you want correspondence created using this template to be included under Clinical Notes on the patient’s Clinical Chart (EMR), select the Clinical Event option.
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Click Open Merge fields and select the merge fields for this template.
Note: An oral surgery office might want to add a Completed Procedures, Completed Procedures Description, or Completed Procedures and Completed Procedures Description merge field to a template, rather than manually entering this information. When procedures are posted to a patient's account, they are automatically applied to the Completed Procedures merge fields in the template.
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Click Save Template.
Setting Up Rating and Ranking of Referral Sources