Refer In/Out (FAQ)
What is the purpose of the Refer In/Out feature?
The Refer In/Out feature allows you to select the doctor or doctors to whom you are referring the patient for further treatment. For example, a general dentist may be referring a patient out to a specialist. New Refer Out names can be added to the list at any time. The Refer In/Out feature also allows you to track patients who are “Referred In” to your office from the same list. For example, a specialist may need to track various times that the same patient was “referred in” to their office. Refer Out and Refer In names are tracked in the To Do List in separate cabinets under individual specialty folders.