Referral inboxes can become filled with numerous referrals. Quickly finding a specific one can be crucial, especially when a client needs information like appointment times.
Follow these steps to efficiently locate a referral:
Start by navigating to Referrals in the top menu, displaying the Inbox tab.
Select the search box located at the top right.
Search by entering the data you are looking for (such as registrant initials EK, or a phone number 4165555555) and then select from the populated search criteria (such as: Recipient (To), Sender (From), Registrant Initials, Registrant Identifier, Reference #, Service, Organization, Birthdate, Registrant Phone Number, and Alternate Contact Phone Number) to indicate which field of data you're looking for. You are also able to hit the enter button after entering the data you're looking for which will display a drop-down of the criteria you can search for.
The Referral Inbox will display all the referrals that match your search query. From here, you can easily access the referral you need.
Pro Tip: When searching by name or similar fields, start typing letters. For numeric search fields like Date of Birth or Phone Number, begin your search with a number.
Note: Only people with permissions to view Personal Health Information (PHI) can see the registrant's full name. Others only see the registrant’s initials. You can also search the Outbox in the exact same manner.