How to access PCP/Referral section via the Patient information Tab?
Purpose:
To guide users in quickly navigating to the Primary Care Physician (PCP) and Referral management section within a patient's profile for efficient care coordination.
Scope:
This article covers:
- Accessing the PCP/Referral section from the Patient Information tab
- Basic navigation to the dedicated PCP/Referral interface
Excludes: - Adding or editing PCP/referral details
- Referral authorization processes
- Insurance-specific referral requirements
Procedure:
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Locate Patient Profile:
- Open the desired patient's record
- Navigate to Patient Information Tab
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Access PCP/Referral Section:
- Click the + sign (expansion button)
- System automatically redirects to PCP/Referral section
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Alternative Access:
- Use direct link: PCP/Referral Section
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To do this on the Patient information Tab simply click on the + sign and it will redirect you to the PCP PCP/Referral section
To use the PCP/Referral section please follow this link PCP/Referral
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