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Create and track referrals

Referrals send a patient to another provider or specialty for further care. In KarePractice, referrals are created during patient check-out, and the Referrals page gives you one place to see and search everything that's been referred.

Before you start​

  • You need referral access (Front Desk Staff, Patient Access Rep, Practice Manager, or Admin).
  • To create a referral, the patient must have an active visit today — referrals are made in the check-out flow on Scheduling → Check-in.
  • To track referrals, go to Scheduling → Referrals in the left menu.

Steps​

Create a referral (during check-out)​

  1. On Scheduling → Check-in, click Check out on the patient's card.
  2. Move to the Referrals step of the wizard.
  3. Choose the provider to refer to from your practice's list, enter the Specialty / service (required), add the reason, and set urgency: Routine, Urgent, or ASAP.
  4. Click Add referral. You can add several before finishing check-out. Each referral is listed on the after-visit summary the patient takes home.

Track referrals​

  1. Open Scheduling → Referrals. Each row shows the patient, who they were referred to, the specialty or service, the reason, urgency, status (such as active or completed), and the date.
  2. Use the search box to find a referral by patient, provider, specialty, or reason.
  3. Use the urgency filters (All, Routine, Urgent, ASAP) to focus on what needs attention first.

Tips / Troubleshooting​

  • The Referrals page is view-only — to add a referral, use the check-out flow.
  • New referrals appear at the top of the list (newest first). Use the refresh button if you don't see one you just created.