If a referral is assigned after scheduling, what must you do first?

Selecting the appointment and right-clicking is the appropriate first step when a referral is assigned after scheduling. This action typically allows you to access options related to the appointment, such as linking the referral to the specific visit or adjusting the details associated with the referral. It is a crucial first move that facilitates the proper management of patient information in the system.

By choosing this option first, you ensure that all necessary details are captured accurately, and follow-up actions regarding the referral can be addressed systematically within the scheduling framework of the referrals module. Following this step, you can then proceed with notifying the patient, documenting the referral, or accessing referral history as needed.