# Doctor Referral To record referral information, staff use the **Doctor Referral** option available in the More Actions pop-up screen. This feature allows staff to efficiently input and manage referral details from either an in-clinic doctor or an external doctor/healthcare facility. *** ### Steps to use Doctor Referral * Open the **Scheduler (Home > Front Desk > Scheduler)** screen. Choose the respective patient’s appointment and click the appointment card. This opens the **Appointment Information** pop-up screen.
* From the pop-up menu, select the **Doctor Referral** hyperlink. The **Doctor / Facility Referral** pop-up will be opened.
* Fill in the details on the **Doctor / Facility Referral** pop-up screen as follows: * The **Internal Doctor** switch will be enabled by default. Select the **Doctor** dropdown menu, which will auto-populate the **Department** dropdown menu. Click **SAVE** to save the internal doctor referral.
* To capture details for an external clinic or doctor, toggle off the **Internal Doctor** switch. The input fields will change accordingly.
* Select the **Facility**, **Doctor**, and **Specialty Name** from the dropdown lists if they are available. If these options are not available, users may manually input the details, and an **ADD** button will appear to facilitate the saving of this information.
* Input the **Clinic ID** and **Doctor ID** as required. Now, select the **Referral Type**, choosing either **Clinic** or **Doctor**. Finally, click **SAVE** to save the internal doctor referral.

For additional information, please refer to the Doctor Referral topic in Patient Queue and Medical Records.

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