Referrals 

Referrals for each patient show in the Family module towards the lower left in the Patient Information section. There will be at least one referral row, or possibly more. Double click on any of the referral rows.

This shows all referrals for one patient, whether referred from or referred to. Use one of the Add buttons at the top to add a referral to this patient. This takes you to the main list of referrals which is described in Referral Setup. You can either pick one from the main list, or add one if it's not on the main list. After selecting your referral, you will see this window:

The boxes at the top that are grayed out can only be changed by using one of the buttons to edit or change the Referral.

Order is just a very simple way of letting you set what order the attached referrals will show in the list for the patient.  Each patient usually only has one "referred from" item which is what you are usually interested in for Reporting. If there is more than one "from" referral, then the one closest to the top is considered to be the primary referral and is used for reporting purposes.

The patient note is a note which is specific to this patient. It is separate from the note at the top, which is for the referrals source itself.

Referral Slips can be printed from the Referrals for Patient window (at the top of this page) using the button at the bottom.  Once created, they can later be viewed in the Edit Referral Attachment window above, or in the Account or Chart modules.

If this is a Referred Procedure, then the Procedure box will show the information about the procedure.  To help with tracking, you can change the status to one of the following: None, Declined, Scheduled, Consulted, In Treatment, Complete.  And when the procedure is completed by the referral, the date can be entered at the bottom to allow report filtering.