How to Create a Referral Correspondence Template

Use the Referral category of correspondence templates to correspond with referral source providers. You can access and create correspondence from the Referral Follow-Up List.
(Location > To Do > Referral Follow-Up List).
Note: You can also access the screen below from the Follow-Up list by clicking Manage Templates.

To create a referral correspondence template:

1. From the Administration tab, select Templates > Correspondence Templates.
   
2. Under Actions, click Create New Template. The fields are editable.
   
3. For the Template Category, select Referral.
4. For the Template Name, assign a unique name associated with this template.
5. For the Template Format, select Letter or Email.
   Note: If both formats are needed, save the template and then select Copy Selected Template from Actions.  Save the copy using a unique name such as Referral Email.
   The Addressee is populated as Referral for templates in this category.
6. If you want correspondence created using this template to be included on the patient's Clinical Chart (EMR) under Clinical Notes, select the Clinical Event option. 
7. Click Open Merge fields to select the Referral merge fields for this template.
   Note: For example, an oral surgery office may want to add a Completed Procedures, Completed Procedures Description, or Completed Procedures and Completed Procedures Description merge field to a referral correspondence template, rather than manually entering this information. When procedures are posted to a patient's account, the procedure data from the most recent service date is automatically applied to the Completed Procedures merge fields within the templates. 
8. Click Save Template.

For more information, see How to Track Referral Activity and How to Send a Referral Follow-Up Letter.