How to import a referral
Tip: we recommend firstly watching the video on "how to import a document" for a comprehensive guide to the Import Document functionality.
- Navigate to the patient's file
- Click on the Documents tab
- Click on the
Import Documents and Imagesbutton
- In the Import Documents and Images screen, search for the location of your file or use pre-saved shortcut buttons
- Choose the document you want to import
- Check the Preview pane on the right to ensure you have selected the correct document
- Click the
Importbutton at the bottom of the screen
- Classify the Document
- Click
OKto complete the import process - HealthTrack will automatically import the referral into the patient's file and display it on screen