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Outgoing referrals overview

What are outgoing referrals and which are available.

Outgoing Referrals lets your clinic generate referral PDFs β€” for example imaging/radiology referrals β€” as part of the post-consent workflow. You build reusable referral templates, and the referral PDF is generated from a template's content, pre-filled with the surgeon's details.

Templates live under Outgoing Referrals β†’ Referral Templates (see Creating & using referral templates).

There are 4 base templates available

  • General β€” a PDF will be created including requesting doctor information, instructions, requested tests with letterhead logo.
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