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Adding Referral Services

This article reviews adding a referral service.

Niki Budd
Updated by Niki Budd

Adding a Referral

Documenting Follow-Up Services allows the athletic trainer to track athlete referrals to physicians, physical therapists, surgeons, etc.
Video Tutorial (Web)- Patient Tab

00:00: Hi this is Niki from Healthy Roster and this tutorial will show you how to add a referral from the patient profile 00:06: To begin navigate to your patient profile 00:10: Next select referrals 00:13: Select add to create a new referral 00:16: Enter your referral information and select save when complete 00:21: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help@healthyroster.com

Step-By-Step Tutorial (Web) - Patient Tab
  1. Navigate to the patient profile
  2. Click Referrals
  3. Select Add
  4. Enter referral details
  5. Select Save

00:00: Hi this is Niki from Healthy Roster in this tutorial is going to show you how to add referrals using the global search 00:07: You will first want to begin by opening your Global search to do so you can click on the global search feature directly order remain on your keyboard key in backslash 00:17: In the search bar input your patient's name 00:20: Now select the three dots to the right of your patient 00:24: Now select create referral 00:27: Once you've input all necessary information for your referral select save 00:32: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help at healthyroster.com

Step-By-Step Tutorial (Web) - Global Search
  1. Type the patient's name in the global search
  2. Select the three dots to the right of the patient's name
  3. Select Create Referral
  4. Enter referral details
  5. Select Save
Video Tutorial (Web) - Problem Timeline

00:01: Hi this is Niki from Healthy Roster and this tutorial is going to show you how to add a referral directly from the problem timeline 00:08: From your patient's problem timeline select add 00:12: Next select add referral 00:15: You will then input the necessary information for your referral please note since you're working from the problem timeline your problem is already Associated to this referral 00:25: Once your referral information is complete select ok 00:30: You will then be navigated directly back to your patient's problem timeline 00:35: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help and healthyroster.com

Step-By-Step Tutorial (Web) - Problem Timeline
  1. Navigate to the patient's problem timeline
  2. Select Add
  3. Select Add Referral
  4. Enter referral details
Note: when you navigate this route, the problem will auto pull to the referral
  1. Select Save
Video Tutorial - Adding Referral Services (App)

00:00: Hi this is Nikki from healthy roster and this tutorial is going to show you how to add a referral service for a patient within the app please keep in mind you might see subtle changes from app to app but the actions will all remain the same 00:13: To begin navigate to your patient's profile and select referrals 00:18: Now select the plus button to add a new referral 00:22: Once you've input the details for your referral select save 00:27: If you have questions or need more help please visit the help tab on the left navigation or reach us directly at help pet healthyroster.com

Step-By-Step Tutorial - Adding Referral Services (App)
  1. Navigate to the patient profile
  2. Select Referrals
  3. Select + to add a new referral
  4. Input the details and select Save to add the referral

How did we do?

Referral Management Methods

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