Completing an Office Visit Referral

Completing an Office Visit Referral

Step 1: Go to the notifications Dashboard by selecting the bell in the top right corner or the Referrals tab.

Step 2: Select the Office Visit Referral box.

Step 3: Select the action drop down for the student or staff for whom you would like to complete the referral.

Step 4: Select the appropriate action from the dropdown to complete the referral.

Step 5: To see completed referrals select the completed referrals box on the top right of the card.

Please Note: You can add a phone log from the referral page by selecting phone log. You can also view the office visit by selecting the office visit ID in the office visit information column. To delete a referral you must go to the office visit and delete the disposition that resulted in the referral. You can also change the action on a completed referral. To learn more about these actions please search the help section for these topics.