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            Create Referrals with the Create Referral Flow

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            Create Referrals with the Create Referral Flow

            The Create Referral flow gathers patient and provider information and creates related clinical service requests, clinical service request details, and document links for you. The flow also creates or updates the associated patient account record.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud

            To create referrals, the Create Referral flow gathers:

            • An existing patient record or one you create as part of the flow
            • Referring and referred to provider information
            • Patient member plans, existing health conditions, a diagnostic summary, and medical information
            • Conditions, care facility beds, and document links associated with the referral
            1. On the Provider Search page or the Patient Account page, click Create Referral.
              If you use the Crisis Support Center Management app, you can also create a referral from the Bed Search component.
              When you create a referral from a page with patient or provider information, the flow prepopulates with that information.
            2. Follow the onscreen steps in the flow.
            3. Click Finish.
             
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            Salesforce Help | Article