Why is it critical to create a referral record for referrals received via fax or mail?

Creating a referral record for referrals received via fax or mail is essential primarily because it ensures that the referral is documented and visible within the Epic system. This visibility means that all relevant healthcare providers involved in the patient's care can access the referral information, allowing for better coordination and management of the patient's treatment path.

Having a formal record in the system helps track the referral throughout its lifecycle, including any follow-up actions, appointments scheduled, and any communications that may occur. This process not only improves efficiency but also enhances the quality of care provided to the patient since all parties have access to the same information.

The other choices address important aspects of the referral process but do not directly emphasize the critical nature of documentation in ensuring visibility and manageability within the Epic system.