Save a Referral


Any time you click on a different tab, you save the information you have typed. So, as you move from tab to tab, the system is automatically saving what you have typed on the previous tab.

If you ever type in something and then plan to close that window without moving to another tab, you will need to use the Save All Patient Data button on the left menu above the Exit button. You only need to use this button if you do not click on another tab after you type in information.

So, you can save either by clicking another tab or by clicking the Save All Patient Data button.

*Note:  The only exception to this rule is when adding/editing a payer, you must click on the Save Payer button to save the payer changes.