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Patient Management
Manage the patient flow through your practice, search for patient records, create new patient records, add referrals and update patient details.
Referrals
Attach a referral to a patient record.
To Add / Edit / View a Patient Referral

Patient Management
Manage the patient flow through your practice, search for patient records, create new patient records, add referrals and update patient details.
- Searching for Patients
  Search for patients using a standard or advanced search, by swiping a patient's Medicare card or by name in the Patient Details window.
- Adding New Patients
  Add new patients to Pracsoft.
- Editing Patient Records
  Edit a patient's demographics, contact details, emergency contacts, and so on.
- Merging Patient Records
  Merge duplicate patient records.
- Referrals
  Attach a referral to a patient record.
  - To Add / Edit / View a Patient Referral
- Waiting Room
  The Waiting Room is where you track the movements of patients in your actual Waiting Room at your Practice.

To Add / Edit / View a Patient Referral

Open the patient's record. The Patient Details window appears.

If the Referral button (shown in the image above) is not visible, this indicates the patient does not have any referrals.
Click Referral
- If this patient does not already have referrals recorded for them, you will be immediately prompted to add a referral. Proceed now to Step 4.
- If this patient has already had referrals recorded for them, the Referral History List window appears.
Then either:
- Click
  
  to record a new referral, or
- Select an existing referral and click Editto edit the referral.
The Referral Details window appears.
Click Search to select the referring practitioner.
Enter other information as desired.
Click Save to confirm.