How to Add an Outside Doctor to a Patient Record

Sensei Cloud provides you with the ability to add an unlimited number of outside doctors to a patient's record to provide visibility of their overall care team. The outside doctors are saved within the patient record and can also be viewed from the patient's home page. 

The outsider doctors for your practice are also stored in the Referral Sources list (Administration > Practice Settings > Referral Sources).

To assign an outside doctor to a patient:

1. From the Patient tab, click Patient Record.
2. Click Edit Patient Record. 
3. Use the Jump To link or scroll to the Patient Referrals section of the record. 
4. Click Add Outside Doctor.
5. Use the drop-down list or type the name in the search field to select a doctor. 
   
6. Change the date that the outside doctor is assigned to the patient or keep the default, which is today's date.
   Note: You can add as many outside doctors as needed.
7. Click Save Patient.

The patient's outside doctors are displayed on the patient's home page. Three outside doctor names are immediately visible, and you can click ...Show More to view the full list. You can also click on the outsider doctor's name to open the Outside Doctor Details.

Click the name again to access the Referral Entry tabs for that source. You can then view or edit the information. See How to Manage Referral Sources for more information.

To create a new outside doctor from the patient record:

1. Use the Jump To link or scroll to the Patient Referrals section of the record. 
2. Click Add Outside Doctor.
3. Type the name of the doctor into the search field.
4. Click Create "[Doctor Name]". The Create Outside Doctor window is displayed.
5. Enter the personal information for the doctor. 
   Tip: Select a specialty from the drop-down list or type the name of a new speciality. The list of specialties can be managed from the Referral Sources screen. See How to Manage Referral Sources for more information.
   Note: The first name, last name, and phone number are required fields. 
6. Click Create.
7. Change the date that the outside doctor is assigned to the patient or keep the default, which is today's date.
8. Click Save Patient.

To edit an outside doctor from the patient record: 

1. Use the Jump To link or scroll to the Patient Referrals section of the record. 
2. Click Edit next to the outside doctor name. The Update Outside Doctor window is displayed.
3. Update the personal information as needed.
4. Click Update.
5. Click Save Patient.

Note: Click Remove to remove the outside doctor and then save the patient record to save this change.