Adding a Screening Referral

Purpose: This article is meant to describe how a screening referral is created and how one can be completed.

How to generate a Screening referral.

Select the student you would like to screen form the student dropdown on the home page.

Select the arrow next to the Screenings button.

Select the screening type you would like to add.

When performing a screening, select 'refer' from the Action dropdown.

You can also generate a referral letter from the Screening by selecting the generate letter button after you have save the visit.

All referred screenings that require action will show up on the screening edit report as Student Marked 'referred' - Follow up action has not been taken. This is meant to inform you that in the system the referral is not yet considered complete.

To view how to complete a Screening referral please refer to this article: https://dsc-health-accounting.helpscoutdocs.com/article/283-completing-a-screening-referral?preview=64402e4dbbab942d2df22762