How To Issue a Service Request as a Clinic User
Creating or issuing a service request as a clinic user follows a process similar to that of the doctors.
On the clinic portal, go to encounters.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ez3d63.png)
Click any encounters from the list.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_101lotq.png)
While on the encounter page, you may click the "Clinical" tab.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1jw6koa.png)
Then, click "Service Request".
You may create a service request before, during, or right after the encounter has ended.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ic8cyh.png)
Click "New Service Request".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ylzxk9.png)
Choose whether you will assign the patient to a facility within the same organization or to a different clinic under your facility and organization.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ucuih9.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_t6g9pt.png)
Select the clinic/facility where you will refer the patient.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1puz6te.png)
Select care plan (if applicable). Otherwise, you may just select N/A.
Note: The care plan is only available for SeeYouDoc's TB Module.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1wrgf8r.png)
Select category.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_e0gyyq.png)
Select priority.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_k8ozgi.png)
Enter note.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_t09zy3.png)
Click "Save".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1amcbiu.png)
The service request will now appear under inward referrals at the receiving clinic/facility.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1kqtpbi.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1rv6n3e.png)
Step 1
On the clinic portal, go to encounters.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ez3d63.png)
Step 2
Click any encounters from the list.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_101lotq.png)
Step 3
While on the encounter page, you may click the "Clinical" tab.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1jw6koa.png)
Step 4
Then, click "Service Request".
You may create a service request before, during, or right after the encounter has ended.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ic8cyh.png)
Step 5
Click "New Service Request".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ylzxk9.png)
Step 6
Choose whether you will assign the patient to a facility within the same organization or to a different clinic under your facility and organization.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_ucuih9.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_t6g9pt.png)
Step 7
Select the clinic/facility where you will refer the patient.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1puz6te.png)
Step 8
Select care plan (if applicable). Otherwise, you may just select N/A.
Note: The care plan is only available for SeeYouDoc's TB Module.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1wrgf8r.png)
Step 9
Select category.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_e0gyyq.png)
Step 10
Select priority.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_k8ozgi.png)
Step 11
Enter note.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_t09zy3.png)
Step 12
Click "Save".
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1amcbiu.png)
Step 13
The service request will now appear under inward referrals at the receiving clinic/facility.
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1kqtpbi.png)
![](https://storage.crisp.chat/users/helpdesk/website/69886e7a5c80e400/image_1rv6n3e.png)
Updated on: 06/02/2024
Thank you!