What is the first step to assign a referral while editing it?

To assign a referral while editing it, the first step is to click on the Accept and Assign option on the Referral toolbar. This action initiates the process of managing the referral, allowing the user to allocate the referral to the appropriate provider or service for further action.

By selecting this option, the user is indicating their intention to take ownership of the referral and move it through the subsequent workflow, which may involve documenting details, choosing the provider, and finalizing the assignment process. It is essential to start with the toolbar's Accept and Assign function since it is designed purely for this action, ensuring that the referral is actively managed in the system.

In contrast, selecting the referral from a dropdown menu would typically come after this action, as it often serves as a means to identify which referral needs to be assigned once the user is in the correct editing mode. Filling out the patient's demographic information, while crucial for the overall referral process, typically occurs after the referral has been accepted and assigned, as it is part of ensuring all necessary details are included. Opening the main dashboard in Epic is a prerequisite for navigating the system but does not directly pertain to the specific task of assigning a referral in the editing process.