General steps to refer a patient
To refer a patient to a specialty or emergency practice, you must do the necessary steps.
This table gives information about each step and the applicable documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | Make sure that you know the sections of the Refer Patient screen. Note: Specialty and emergency practices can change the boxes that show in the Refer Patient screen. As a result, the sections can be different when you refer patients to different practices. Note: Specialty and emergency practices can change which boxes are necessary for you to use. Each box that is necessary to use has an asterisk (*) adjacent to its name. | Refer Patient screen: Referral Details section Refer Patient screen: Referring Veterinarian Information section Refer Patient screen: Client Information section Refer Patient screen: Patient Information and Patient Files sections |
| 2 | A referring veterinarian refers a patient to a specialty or emergency practice. | Refer a patient |
| 3 | A referring veterinarian adds patient files to the referral | Add a file to a referral |