Resource Center

Creating Templates

Creating Referral Reports

To create a Referral Template, follow the steps given below.

  1. Go to the Settings > Templates section and click on the 'My Templates' option.
  2. Click on the '+ New Template' button and enter the name of the Template.
  3. Choose the Template type as 'Reports' and click on the 'Proceed' button.
    Create Referral Report

Various pre-defined placeholders help you in constructing the Referral Report. Choose the 'Group' and 'Field', and the Place Holder gets auto-populated. The following table shows the list of supported placeholders.

Group Field Place Holder
Patient Name ${Patient.Name}
Patient Age ${Patient.Age}
Patient Date of Birth ${Patient.Date Of Birth}
Provider Name ${Provider.Name}
Provider Degree ${Provider.Degree}
Provider Email ${Provider.Email}
Encounter Date ${Encounter.Date}
Encounter Chief Complaints ${Encounter.Chief Complaints}
Encounter Symptoms ${Encounter.Symptoms}
Referring Provider Name ${RefProvider.Name}
Referring Provider Address ${RefProvider.Address}

Use these placeholders in the text area, along with other formatting options to create the Referral report. When the final report gets generated, the placeholders will be automatically replaced with the necessary details from the Encounter.