Referrals

Send a patient on with a clear summary, and answer the ones sent to you.

Referrals let you send a patient to another clinic with a summary of why. Open Referrals under Clinical in the sidebar to see referrals you have received and referrals you have sent. Referrals are available to clinics on every tier.

Sending a referral

1. Open the patient

   On the patient record, click Refer. This needs patient.write.

2. Choose who to refer to

   Partner clinic lists clinics that are in your network or are accepted referral partners. Outside clinic is for any other practice: enter the clinic name and an email or fax number, and optionally a contact person.

3. Say why

   Enter the reason for referral, and optionally a clinical summary. Write only what you want the other clinic to see.

4. Send

   A partner clinic receives it as pending until they accept or decline. An outside clinic has no accept step, so it is marked sent straight away, and if you gave an email address Chartling emails them the referral packet. Click Open packet to print or save the packet yourself.

Receiving a referral

On Referrals → Incoming, review the packet, then click Accept or Decline. A decline can include a short reason, which the sending clinic sees. On Outgoing you can follow the status of what you sent and click Revoke to withdraw a referral. Responding and revoking need patient.write; viewing needs patient.read.

Referral partners

Go to Settings → Referral partners to set up partners. Enter the other clinic's handle to send a request. Once they accept, either clinic can refer to the other. Incoming requests appear under Partnership requests, where you can accept or decline. You can remove a partner at any time. Referral partners are separate from your multi-location network.