How to Send Referral In EHR

For Referrals, we use the DirectTrust network for sending referrals.
If a provider does not appear in the database, it means:
- They are not part of the DirectTrust network.
- Their EHR does not support referrals.
- They may be using paper charts.
In such cases, you will need to send referrals via eFax.
Please note that DocVilla does not have the ability to add, modify, or edit provider information within the DirectTrust database. DirectTrust operates as an independent third-party service provider, and DocVilla does not control or administer its database.
Accordingly, it is the responsibility of the medical practice and the provider to ensure that all information submitted for inclusion in the DirectTrust database—such as provider name, phone number, and other identifying details—is accurate and complete at the time the request is made for DocVilla to facilitate the submission.
As with any third-party system, DocVilla cannot alter or correct records once they are maintained within the external provider’s database. Any modifications or corrections must be handled directly through the appropriate third-party processes.

Sending referrals in DocVilla EHR allows healthcare providers to seamlessly coordinate patient care. Follow these steps to send referral in the EHR:

There are two ways to send referrals in EHR

Steps to Send Referral in EMR:

Through Patient Encounter

Step 1: Access the Consults Tab

Step 2: In the Consults Tab:

Step 3: Click on “Action”, then select “Send Referral” from the dropdown menu.

Step 4: Fill in the referral details:

Referral From (Referring provider)
Referral To (Receiving provider/specialist)
Referral Reason
Referral Date
Referral Encounter
Referral Notes (You can type the notes manually or use the microphone icon to record notes and auto-fill the text.)

Step 5: If applicable, check the box to send demographics and insurance information along with the referral.

Step 6: Attach any necessary documents:

Step 7: Click “Send Referral” to complete the process.

Through Patient Profile

Step 1: Access the Patient Tab

Step 2: In the Patients Tab:

Step 3: Click on “Referral” in the patient’s profile.

Step 4: Under “Patient Referred By”, select the referring provider’s name and click “Save”.

Step 5: Fill in the referral details:

Referral From (Referring provider)
Referral To (Receiving provider/specialist)
Referral Reason
Referral Date
Referral Encounter
Referral Notes (You can type the notes manually or use the microphone icon to record and auto-fill the text.)

Step 6: If applicable, check the box to send demographics and insurance information with the referral.

Step 7: Attach any necessary documents:

Step 8: Click “Send Referral” to finalize and send the referral.

These methods ensure that referrals are processed accurately and securely, enhancing coordination between healthcare providers.