Create a Manual Entry

Not every referral arrives as a PDF. Sometimes a partner calls, or you’re entering one for a walk-in. Use the Manual Entry button on the Referral Inbox page to type one in by hand.

When to use it

A phone referral
A paper fax you’re transcribing
A test or demo entry
A correction when the PDF parser couldn’t read the file at all

What you fill in

A dialog pops up with the same fields you’d edit on an extracted submission:

Patient (name, DOB, contact, insurance)
Referring provider
Reason / diagnosis
Any notes

If the patient already exists in your registry, you can pick them instead of re-entering.

After saving

The manual entry goes straight into the Needs Review tab as if a PDF had just landed. You can either approve it right away (turning it into a referral) or leave it there for a teammate to double-check.