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Referrals Tab: Automatically Generate Referrals for any Specialty
Referrals Tab: Automatically Generate Referrals for any Specialty

In this article, we explain how to use the Referral Tab in Autochart.ai to quickly generate specialist referrals.

Autochart.ai Admin avatar
Written by Autochart.ai Admin
Updated over 4 months ago

The Referral Tab streamlines the process of creating referrals by pulling information directly from the encounter and note. It’s designed to save you time and ensure accuracy, making it easy to generate and customize referrals for any specialty. It can also be used to generate Consult Notes.

Using the Referral Tab

  1. Access the Referral Tab: Click on the Referral Tab in Autochart.ai.

  2. Select a Specialty: Choose the specialty relevant to the referral.

  3. Add Specialist Details: Enter the name of the receiving specialist.

  4. Provide Additional Instructions: Use the "Additional Instructions" box for any specific notes, such as including only relevant information for the referral topic if multiple issues were discussed during the visit.

  5. Generate the Referral: Click "Generate" to create the referral note.

The generated referral is fully editable, allowing you to adjust details as needed. Once finalized, copy and paste it into your electronic medical record (EMR). If you need to create another referral, simply delete the current one, repeat the steps, and copy the new referral into your EMR.

The Referral Tab simplifies and speeds up the referral process, ensuring clarity and precision. With just a few clicks, you can generate, customize, and share referrals seamlessly, saving time and improving workflow.

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