About the Patient Referrals screen

You can use the Patient Referrals screen to monitor, update, and remove referrals.

To get access to the Patient Referrals screen, select the Patient Referrals tab.

In the Patient Referrals screen, you can do these actions:

Find a referral
Show referral information
Make changes to a saved referral and send it
Make changes to a sent referral and send it again
Remove a referral
Download an XLSX file that contains information about all referrals in the Patient Referrals screen

This table shows options that you can use to refresh, filter, and change the sequence of referrals:


Option	Function
	Select the curved arrow to refresh the referrals.
	Select the filter button on the column name to filter the list of referrals. When you select the filter button, you can choose a filter option and enter a keyword to see the necessary referrals. For example, you can show only referrals with the Submitted status.
Column name	Select the column name to change the sequence of referrals. When you select the column name, the column shows an up arrow icon. rVetLink uses this column to change the sequence of referrals. For example, you can select the Patient column name to change the sequence of referrals based on the patient name, in alphabetical sequence. If you select the Patient column name again, the column shows a down arrow icon and the sequence of referrals changes to reverse alphabetical sequence.

Columns of the Patient Referrals screen

The Patient Referrals screen shows information about referrals in a table. Each column has a filter to find a referral.

This table gives the name of each column and the information that it shows.


Column name	Information shown
Practice	The Practice column shows the name of the practice that received the patient referral.
Patient	The Patient column shows the name of the patient.
Specialty	The Specialty column shows the department of the specialty or emergency practice that received the patient referral.
Status	The Status column shows the status of the referral.
Date	The Status Date column shows the date and time when your staff saved or submitted the referral.

The Status column in the Patient Referrals screen shows if the referring practice staff completed the referral or made changes to it.

This table gives the name of each status and what the referring practice staff did for the applicable referral.


Status	What the referring practice staff did
Submitted	Staff of the referring practice sent the referral.
Not-Yet Submitted	Staff of the referring practice saved the referral but did not send it.
Update Not-Yet Submitted	Staff of the referring practice sent the referral, then made an update to it, but did not send the updated information
Update Submitted	Staff of the referring practice sent the referral, then made an update to it, then sent it again

The Patient Referrals screen shows buttons that you can select to view, update, or remove referrals.

This table gives each button, the status of each referral that the button shows for, and the button's function.


Button	Referral status	Button function
	Submitted Update Submitted	Select the document button to show the referral as PDF.
	Not-Yet Submitted Update Not-Yet Submitted	Select the pencil button to make changes to saved referral. For example, you can make changes to the client information or add patient files.
	Submitted Update Submitted	Select the pencil button to make changes to a sent referral. For example, you can make changes to the client information or add patient files.
	Not-Yet Submitted	Select the trash button to remove a referral.

To make it easier to find a referral, use the filters in each column of the Patient Referrals screen.

This table gives the filters for each column on the Patient Referrals screen:


Column name	Filters	How to use filter
Practice Patient Specialty Status	Contains	Use Contains to find referrals that contain the keywords that you enter.
	Starts with	Use Starts with to find referrals that starts with the keywords that you enter.
	Is equal to	Use Is equal to to find referrals that contain the exact keywords that you enter.
	Is not equal to	Use Is not equal to to find referrals that do not contain the exact keywords that you enter.
Date	Is equal to	Use Is equal to to find referrals that veterinarians saved or sent on the date that you selected.
	Is not equal to	Use Is not equal to to find referrals that veterinarians saved or sent on a different date than the date that you pick.
	Is after or equal to	Use Is after or equal to to find referrals that veterinarians saved or sent after or on the date that you pick.
	Is before or equal to	Use Is before or equal to to find referrals that veterinarians saved or sent before or on the date that you pick.
	Is before	Use Is before to find referrals that veterinarians saved or sent before the date that you pick.
	Is null	Use Is null to find referrals that have no date value.
	Is not null	Use Is not null to find referrals that have a date value.