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Kareo Help Center

Navigate Referrals

Updated: 10/13/2021
Views: 3242

View the history of patient referrals generated by providers in the Referrals page to access the Summary of Care file or to mark a consult as received. 

For CMS Incentive Programs: When a referral comes back, mark it as received as part of your Quality Measures.

Access Referrals

  • Hover over the Clinical icon and select Referrals. The Referrals page opens.
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Navigate Referrals

  1. Detail View: Click to change the view of the referrals to show additional information. Click List View to revert back to the default view.
  2. Details: Click the icon to view additional information. Details will vary based on the referral type:
    • For downloaded or printed referrals, click the icon to access the Summary of Care as a .xml file.
    • For eFax, click the icon to view the recipient's fax number, access the Summary of Care as a PDF, or to resend a failed referral.
    • For direct messages, click the icon to view the recipient's email address and access the Summary of Care as a .xml file.
  3. Status: Displays the status of the eFax or Direct Message. Click the Status column header to sort in alphabetical order. Click again to reverse the order. Available statuses:
    • Sent: The referral was successfully sent to the recipient.
    • Failed: The referral did not go through. If the referral was sent via eFax, resend the referral.
    • Sending: The referral is in the process of being sent.
  4. Patient: Name of the patient on the Summary of Care. Click the Patient column header to sort by the patient's first name in alphabetical order. Click again to reverse the order.
  5. Type: Indicates if the referral was printed or downloaded in a clinical note, sent via Direct Messaging, or sent via eFax. Click the Type column header to sort in alphabetical order. Click again to reverse the order.
  6. From: Name of the user who generated the referral. Click the From column header to sort in alphabetical order. Click again to reverse the order.
  7. To: Referral recipient's name, practice name, or direct message email. Click the To column header to sort in alphabetical order. Click again to reverse the order.
  8. Date: When the referral was sent. Click the Date column header to sort by date. Click again to reverse the order.
  9. Consult Received: When a referral comes back from the other provider, click to mark it as received to close the loop.
  10. Filters: If necessary, use filters to narrow by specific status, type, or timeframe. To remove the selected filters, click Clear.
    • Status: Click to select All, Failed, or Sent.
    • Type: Click to select All, eFax, Direct Message, Download, or Print.
    • Date: Click to select All, Today, Yesterday, This Week, Last Week, This Month, Last Month, or Last 90 Days.
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