How do I refer a TB patient to facilities under my network?
This article is part of the SeeYouDoc MN User Guide. Read this to see understand its interconnections with other guides in the series.
Once a TB enrollment has been accepted, they will now become TB patients under your network.
On your Network portal, navigate to Patients, and select any patient.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_4y1b83.png)
Navigate to Care Plans.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_5vvk8j.png)
You can only create referrals on active care plans. Draft care plans must first be set to Active.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_bbb1wq.png)
Edit the Care Plan as needed.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1r7b6ys.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_73xbdr.png)
Go to the Referrals tab, and click New Referral.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1smwysn.png)
In the New Referral form, select the facility you wish to refer the patient to. Only facilities part of your network will show up as options.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_v2ubz8.png)
You may need to contact your organization admin to onboard a missing facility.
Complete the rest of the information needed for the request. Once ready, click Save.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_aicvlu.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_c8ix6a.png)
An alert will appear on the top-right corner to signify the success of the transaction. Your patient has now been referred to the facility.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1kj04hk.png)
Once a TB enrollment has been accepted, they will now become TB patients under your network.
Step 1
On your Network portal, navigate to Patients, and select any patient.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_4y1b83.png)
Step 2
Navigate to Care Plans.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_5vvk8j.png)
Step 3
You can only create referrals on active care plans. Draft care plans must first be set to Active.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_bbb1wq.png)
Step 4
Edit the Care Plan as needed.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1r7b6ys.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_73xbdr.png)
Step 5
Go to the Referrals tab, and click New Referral.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1smwysn.png)
Step 6
In the New Referral form, select the facility you wish to refer the patient to. Only facilities part of your network will show up as options.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_v2ubz8.png)
You may need to contact your organization admin to onboard a missing facility.
Step 7
Complete the rest of the information needed for the request. Once ready, click Save.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_aicvlu.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_c8ix6a.png)
Step 8
An alert will appear on the top-right corner to signify the success of the transaction. Your patient has now been referred to the facility.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1kj04hk.png)
Updated on: 03/05/2024
Thank you!