We would like to have a drop down added to the Referral Detail window in the PM where we can select the status of the referral. Preferably the practice would be able to establish the list of selections in the drop down.
Within the patient demographics you can select the blue book icon in the tool bar which opens the Referral Detail.
The Referral feature in the PM is used to track the authorizations and discussions with the insurance. Some patients are with us 3+ months so that is a lot of phone calls and discussions with insurance that we document in the Referral feature.