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# How to send E-Referrals

You can send **E-Referrals** from Clinicea. When you do this, the **Referred To Practitioner** receives an email with access to Clinicea. Upon login the **‘Referred To Practitioner’** will get to see the Patient who you have referred to i.e. he cannot see the details of any of your other Patients. You can set up a form that the **‘Referred To Practitioner’** can fill out to mark the Referral as complete. Let us set it up.

**1**. You first need to set up a common form that every **‘Referred To Practitioner’** will fill out when they get an e-Referral from you. To do this just create a Casesheet. The contents of the Casesheet is what the **‘Referred To Practitioner’** will have to fill out to complete the Referral. If you want this to be effective, keep it short and concise. **Sign out and Sign back in before going further.**

**2**. Now you need to set up the External Practitioner to whom you want to send referrals. This can be done by going to **Tools | Staff | New Staff** and enter the Practitioner information **|** **Role** should be selected as **External Doctor | Save.**

![](https://storage.crisp.chat/users/helpdesk/website/4ff6ec2ad333b400/0ad90623-7b8a-47c6-b957-25d8ef_mmmcld.png)

**3**. Now select the **Practitioner** name from the list | goto **My Preferences | Medical** | Click on the link **_Click to Select a value_** to set the case sheet you have already created in **Step 1. |** Click **OK** to save preferences **|** Click **SAVE** to save the staff.

![](https://storage.crisp.chat/users/helpdesk/website/df841f5cdb99b80/3e868015-4e77-4db2-ad0d-09cebe_12n7l1s.png)

**4.** Repeat Steps 2 and 3 for each Practitioner you want to send Referrals To. Once you are done, sign out and sign back in.

**5.** Now let’s send a referral. Open up any Patient. On the case sheet, scroll to the bottom and click on **_Refer Patient to_**_._This will open a fly out, **_Send Referral_** on the right-hand side. Click on **+** to add the practitioner you want to refer the patient to.

![](https://storage.crisp.chat/users/helpdesk/website/8d3e534fbf778000/dbf5d685-8dec-4f39-8fff-fa577f_1qw4xb8.png)

**6.** Upon adding the Practitioner you will be auto-redirected to the email interface where you will find  
**a.** An email addressed to the External Practitioner.  
**b.** A Document detailing Patient’s medical information that will be sent as an attachment.

You can edit the email as well as the contents of the Document if required. Once done, just click **Send Email** to send the Referral.

![](https://storage.crisp.chat/users/helpdesk/website/54a758dc0e5d6800/7f4b6b18-a8f5-40c8-bb34-4e4637_1mbia0v.png)

**7.** The **‘Referred To Practitioner’** will receive an email with the login link and password to login to Clinicea to complete the referral.

![](https://storage.crisp.chat/users/helpdesk/website/40b357a4312f2c00/f3a9f742-7791-443a-83d3-310138_109pux8.png)

**8.** The **‘Referred To Practitioner’** will login into Clinicea and will get to see the Patient’s Medical Summary on the right and the case sheet that you had selected in **Step 1** on the left that is to be filled out.

![](https://storage.crisp.chat/users/helpdesk/website/219279faf3a1c000/58bb480f-83fe-4db0-a218-55a726_1e08mke.png)