Send a Referral

Creating a referral record and forwarding it to a destination are separate steps.

Step 1 — Pick the patient

On the Referrals page, click Add referral. In the Patient field, search for an existing patient and check their identifying details before selecting them. For a new patient, choose Add New Patient and complete their record.

Step 2 — Create the referral record

Complete the relevant fields in Add Referral:

• Reason for Referral and Specialty
• ICD-10 Code, searchable by code or description
• Urgency: Routine, Semi-Urgent, or Urgent
• Sending and receiving provider names, and a note, when useful

Click Create Referral to save the record. The receiving-provider name is a descriptive field; entering it does not select or notify a destination practice.

Step 3 — Open forwarding

Open the referral’s journey and click Forward. The available options depend on your access and the referral’s state.

• Find a destination on the network opens the separate destination finder when your practice has access to that route.
• Recipient email lets you forward to an external email address.

The destination finder is a separate workflow; it is not a practice picker in the create dialog.

Step 4 — Forward to an external email address

Enter and carefully check the Recipient email, then click Forward and Send. A recipient who does not have an account is invited to join Canairy.

Step 5 — Verify the outcome

Review the confirmation and the updated journey history. Forwarding creates another leg of the journey and marks the source leg as forwarded.

The forwarded record and the email notification are separate outcomes. Confirm whether the notification was sent; a generic forwarding confirmation alone does not establish successful email delivery.

After forwarding

Use the journey to follow status changes, review its history, attach supporting documents, add messages, and create follow-up tasks. Attachments are managed from the journey; they are not a field in the Add Referral dialog.