A Referral Letter is essential for creating a patient referral. Let’s see how to easily set one up in Practice Settings.
Explore this video for a thorough walkthrough.
Perform the steps below to create a referral letter.
Navigate to the System Menu > select Practice Settings > Office Wizard.
- Click +Start from scratch on the top left.
- Select the Workflow Type as Letter.
- Enter the Name.
- Select the Document Type and Location.
- Click Create.
- Drag and drop the required elements such as Heading, Paragraph, etc. from the right pane to the center area to add content.
- Enter the required content in the referral letter and utilise the formatting tools to edit them appropriately.
- To save and continue editing later, click Save as Draft.
- To finalise and publish the referral letter, click Publish.
- Once published, you will receive a toast notification stating 'Letter published successfully'.
- The new referral letter will be displayed on the Forms & Letters page.
- You can use this referral letter for the patient referral.
Practices can use this quick guide to learn about the few simple steps needed to create a referral letter in CareStack.