You can define statuses for outbound referrals to help you track those referrals. You can define up to 99 referral statuses.
Tip: You can filter the Referred to Doctor Report by referral status.
To customize Referral Status
In the Practice Definitions dialog box, in the Definition Type list, select Referral Status.
The corresponding definitions appear in the list to the right.
2. Do any of the following:
If there are fewer than 99 definitions, to add a definition, do the following:
With any definition selected, replace the existing text in the Definition Text box.
Click Add.
Notes:
This button is available only if there are not already 99 definitions.
The new definition is added in the first available spot (if there are no gaps in the sequence, it will be the last item) and given an ID.
To edit a definition, do the following:
Select a definition.
Note: Changing the definition for a referral status affects all outbound referrals that have been assigned that status.
Replace the existing text in the Definition Text box.
Click Change.
To delete a custom definition, do the following:
Select a custom definition.
Note: You cannot delete the definition for a referral status that is assigned to any outbound referrals.
Click Delete.
A confirmation message appears.
Click Yes.