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Referring caregivers

If you wish to assign a referring caregiver to a subject, use the Notes/Referrals tab. You can also use this list to generate letters or other documents for the referring caregiver.

To add a referring caregiver
  1. You can access the Notes/Referrals tab from two places:
    • If you are adding a new subject, find the tab on the Add New Subject form.
    • If the subject exists, find the tab on the Subject Info form.
  2. Click the Referring Provider List button.
    A Create List form opens.
  3. Drag names from the Full List of Providers box on the left to the Referring Providers list on the right, or shift-click on the names.
  4. Click Update.

Referring caregivers should have a provider record filled out with their name and address. The ability to customize your own personal list of providers for forms such as the list-creation form helps you more easily select commonly needed caregivers (see Creating Personal Provider and Personal Clinical Group Lists).