For a phone or paper referral, open the Referral Inbox and choose Manual Entry.

Enter the subject and sender email. Check them before creating the submission.

Choose Submit to create the entry in Needs Review. The patient appears as Unknown until you add their details. Open the new row.

Choose Edit and enter the patient name and birth date. Add the available contact and insurance details. Approval is disabled while you are editing.

Add the referring and receiving providers and locations. Enter the reason for referral and any notes.

Choose Save and check the saved details. Return to the Inbox; the submission remains in Needs Review.