Create a Manual Entry

Use Manual Entry on the Referral Inbox page to start a submission for a phone referral or a paper referral you need to transcribe.

Start the submission

1. Open Referral Inbox and choose Manual Entry.
2. In Manual Referral Entry, enter a Subject. This is required.
3. Optionally enter Sender Email to record who sent the referral.
4. Choose Submit.

The dialog creates a submission in Needs Review. It does not collect patient details or attach a document. Until you add a patient name, the inbox row shows Unknown.

Add the referral details

Open the new submission and choose Edit. Fill in the details you have:

• Patient first and last name, date of birth, email, and phone
• Insurance provider and policy number
• Referring and receiving provider names and locations
• Reason for referral and notes

Choose Save, then check the saved details. Cancel leaves the submission without your unsaved edits.

This form does not include an existing-patient picker. Patient matching happens when you approve the submission, using the patient details you entered.

Review before approval

Creating or saving a manual submission does not approve it. Leave it in Needs Review for a teammate, or choose Approve and Create Referral after checking the patient and referral information. Approval is disabled while you are editing.

See Review a Submission for approval, rejection, and the read-only state after review.