What do you need to do first when scheduling a referral from a workqueue?

When scheduling a referral from a workqueue, the initial step is to open the Referrals tab. This is essential because the Referrals tab provides the necessary tools and information to manage and process referrals effectively. It typically contains all relevant details about the patient's referral needs, existing referrals, and other related actions, which are critical in coordinating care for the patient.

Starting directly from the Referrals tab allows for a streamlined process where the user can quickly assess which referrals need attention, prioritize tasks, and facilitate scheduling accurately. Other options, such as accessing the appointment desk or selecting the patient’s appointment, may be necessary at later stages, but they do not serve as the foundational first step in initiating the referral scheduling process. Reviewing the patient's medical history is also important but comes into play after the referral details are established.