1. Click the 'Create a new task' icon in the toolbar.
2. Set the task type to Routine Referral
3. Type your referral message clearly, including the recipient and rationale for the referral.
4. Ensure the patient is assigned to the referral so the secretaries know who it relates to. This should default automatically when sending a task from within a patient record.
5. Click here to send your referral to secretaries who will send it.
