Completing the Referral

Learn how to mark a referral as 'Completed' to close the loop on its lifecycle.

Once the scheduled appointment date for the referral has passed, you are able to mark the referral as completed.

  • Locate the referral within its current status folder. This is typically either the 'Booked Unconfirmed' or 'Booked Confirmed' folder.
  • Open the referral, and press the 'Completed' button at the bottom.
  • The referral will be automatically be moved to the 'Completed' status folder.

Note: If you are using Accuro or OSCAR Pro, a final copy of the referral record will be automatically downloaded into the patient's chart in your EMR.

For other EMRs, you can manually download a final copy of the referral record.

Have more questions? Submit a request