View Referral Details

How to View Referral Details

  1. Go to Access > Referrals to display the Referrals list.
  2. If the My Current Facility filter appears, select at least one facility in the list to display referrals from that facility. See View the Referrals List.
  3. Select the view icon in the first column of the referral that you want to see.

The Referrals - View Referral page appears in a new tab and displays all of the details about the referral.

The Referral Status appears above the Patient Information section.

  • View Referring Facility Information: You can select the i () icon next to the Facility Name field to display information about the facility. A box appears that displays the facility's Address, Phone, Current Date/Time with time zone, Facility Category, Enterprise in hierarchy format, Facility Notes, and Available Service Lines. If your health system is integrated with multiple instances of the Capacity Management Suite® solution and the facility is defined in the Capacity Management Suite® solution, then the CMS Instance name also appears. After selecting a consultant, you can select the i () icon that appears next to the Consultant Name field to display information about the consultant. A box appears that displays the consultant's Clinical Specialties (taxonomies), Primary, Secondary, and Tertiary Contact Information, Address, and Consultant Notes.
  • View Preferred Facility Information: You can select the i () icon next to the Facility Name field to display information about the facility. A box appears that displays the facility's Address, Phone, Current Date/Time with time zone, Facility Category, Enterprise in hierarchy format, Facility Notes, and Available Service Lines. If your health system is integrated with multiple instances of the Capacity Management Suite® solution and the facility is defined in the Capacity Management Suite® solution, then the CMS Instance name also appears. After selecting a consultant, you can select the i () icon that appears next to the Consultant Name field to display information about the consultant. A box appears that displays the consultant's Clinical Specialties (taxonomies), Primary, Secondary, and Tertiary Contact Information, Address, and Consultant Notes.

See the description of the information on the Referrals - View Referral page in How to Create Referrals.

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View Cancellation Reasons

Users can see the reason that requests were cancelled.

  1. Go to Access > Referrals to display the Referrals list.
  2. If the My Current Facility filter appears, select at least one facility in the list to display referrals from that facility. View the Referrals List.
  3. From the list, select a referral that has a Referral Status of Cancelled, and then select View from the list that appears.

The Referrals - View Referral page appears. The Cancellation Reason appears below the Referral Status of Cancelled.

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