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1. Click the  Patients  tab, and then search for the patient for whom you want to add a referral. The Patient Summary Chart page opens.
2. Hover over the Clinical tab at the top of the page, and then click Transactions in the list.
   
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3. Click  Add in the Patient Transactions dialog box.
   
   
   
   
4. Select  Referrals from the Transaction Type  drop-down menu.
   
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5. Select the referral date, select your name from the  Refer By  drop-down list, and select the physician to whom you are referring the patient.
6. In the fields that remain, enter information about the referral, such as the risk level of the patient and the reason for the referral.
   
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7. Click  Save. 
   The referral is added to the list in the Patient Transactions dialog box.
8. To print a copy of the referral, click  Print  next to the referral you just created.