EMR - Adding Referral Services
Written by Amelia Boyer
Updated at August 20th, 2026
Table of Contents
Adding a Referral
Documenting Referrals/Follow-Up Services allows the athletic trainer to track athlete referrals to physicians, physical therapists, surgeons, etc.
Video Tutorial (Web)- Patient Tab
Step-By-Step Tutorial (Web) - Patient Tab
- Navigate to the patient profile
- Click Referrals
- Select Add
- Enter referral details
- Select Save
Video Tutorial (Web) - Global Search
Step-By-Step Tutorial (Web) - Global Search
- Type the patient's name in the global search
- Select the three dots to the right of the patient's name
- Select Create Referral
- Enter referral details
- Select Save
Video Tutorial (Web) - Problem Timeline
Step-By-Step Tutorial (Web) - Problem Timeline
- Navigate to the patient's problem timeline
- Select Add
- Select Add Referral
- Enter referral details
Note: when you navigate this route, the problem will auto pull to the referral
- Select Save
Video Tutorial - Adding Referral Services (App)
Step-By-Step Tutorial - Adding Referral Services (App)
- Navigate to the patient profile
- Select Referrals
- Select + to add a new referral
- Input the details and select Save to add the referral
Duplicating a Referral Service
Duplicating referral services is a useful tool for reducing documentation time when creating repeat referrals. For example, if a patient is referred to the team physician and requires a follow-up visit shortly afterward, duplicating the original referral can save time by carrying over the existing information and minimizing the need to re-enter documentation.
Note: Dates, referral status, and background questions will not carry over when duplicating a referral. All other details will be duplicated.
Video Tutorial - Duplicating a Referral Service:
Step-By-Step Tutorial - Duplicating a Referral Service:
- Begin on the patient's profile
- Select Referrals/Follow-ups
- Select the menu icon to the right of the referral you'd like to duplicate, select Duplicate
- Review duplicated information and edit as appropriate
- Select Ok to save the duplicated referral
