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Refer Patient screen: Referral Details section

Veterinarians can use the Refer Patient screen to refer patients to a specialty or emergency practice. The Referral Details section of the screen has information about the reason for the referral and applicable service or doctor for the patient.

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.

This image shows an example of the Referral Details section:


Example of the Referral Details section

Boxes of the Referral Details section

This table gives each box in the Referral Details section and how to use it.

BoxHow to use the box
Referral PracticeUse Referral Practice to select the practice that you want to refer the patient to.
Note: This field only shows if the practice has more than one hospital location.
Specialty Service for ReferralUse Specialty Service for Referral to select the department that you want to refer the patient to.
Urgent ReferralIf the referral is an emergency, set Urgent Referral to Yes.
Request Specific DoctorUse Request Specific Doctor to enter the name of the veterinarian that you want to refer the patient to.
Appointment Schedule PreferenceUse Appointment Schedule Preference to select the method for the client to contact the practice.
Reason for Referral/Primary ComplaintUse Reason for Referral/Primary Complaint to enter the cause of the referral.
Expectation for this caseUse Expectation for this case to select the treatment that you want the practice to give to the patient.
Additional CommentsUse Additional Comments to enter more patient information that you want the practice to know.
More boxesIf more information is necessary, a practice can add a maximum of five more boxes to the Referral Details section. Use the boxes to add the specified information.