Referrals
Document reasons for clinic appointments, current medications for unscheduled clinic visits, capturing new orders from a doctor, and more by using Referrals in ResiDex.
How to Enter a Referral
Start at the Resident Profile "Option List" (the white box at the bottom of the Resident Profile Screen).
- Select "Referral"
- Press the New Button or Control + N on your keyboard
- Enter the Referral Date or Edit the Date
- Select the Provider
- Select the Type
- Enter text in the "Reason and Notes" field (optional)
- Press Save
You will automatically be prompted to print the referral. If you wish to print the referral, press "OK"
Printing a Referral
- Click on the Referral
- Check or un-check the "Show Meds" box on the referral
- Select a report from the "Snap Report" option list
Keep in Mind:
- After clicking on a referral in the list, you may find the date a referral was created by pressing F6
- You may only print the most recently created referral. (Not the referral with the date furthest in the future)
- The medications on the report are the CURRENT medications as of the "Printed Date" NOT THE REFERRAL DATE
- To print a referral that was created earlier, delete any referrals that were created AFTER that one was entered
After creating a new Referral, you can generate the Clinic Referral Report. This report includes:
- Resident’s Allergies
- Resident’s Diagnoses
- Current Medications (optional)
- Reason for Referral (optional)
- Nurse’s Signature Line
- Customized areas for the Provider to enter notes
- Provider information
