Adding a Referring Provider to an Exam in eRAD

Purpose: This job aid provides step-by-step instructions for Contact Center agents to add or update referring physician information in a patient's exam within eRAD.

Step 1: Open the Patient Folder

• Use the search function in eRAD to locate and open the correct Patient Folder.

Step 2: Open the Exam / Access the Order Tab

1. From the Patient Folder
   
   1. From a Scheduled Exam:
      
      1. Select the accession that needs to be updated
      2. Right-click and select View/Edit
      3. The View/Edit tab will open
         • Navigate to the Order tab
           
      4. Continue to Step 3 below
         
         
   2. While Scheduling (New Appointment or Ordered Accession)
      1. Double-click on the ordered accession ORclick the New Appointment button from the toolbar
         
      2. Complete required workflows for the Patient tab, Schedule tab, Exam Questionnaire (if applicable), and Order tab
         
      3. Continue to Step 3 below

Step 3: Add or Update the Referring Physician

• To Select a Past Referring Physician (if available)
  • Use the dropdown in the Referring field to select from the patient's previously used providers.
    
• To Add a New Referring Physician
  • Start typing the providers name in the Referring field.
  • Press Enter or click on the magnifying glass to search.
  • Review the list of results
    
    • Once the correct provider has been located, double-click to select.
    • If the referring provider is not in the results, try using other search criteria (e.g., phone number, NPI, etc.)
    • If you are still unable to locate the provider, use "UPDATEREQUIRED PHYSICIAN" as the placeholder and leave detailed notes regarding the situation under Order Notes.

Step 4: Assign the Visited At Location

• If the provider only has one location, the address will populate automatically in the "Visited At" field
  
• If the physician has multiple locations, a red exclamation mark will appear:
  
  • Select the correct location from the dropdown by confirming with the patient or caller.
    

Step 5: Add Additional (CC) Providers

• Search for additional CC providers the same way you added the primary referring provider.
• Select the provider and choose the correct Visited at location.
• Repeat as needed to add all CC providers.
• Do NOT check the "Copy to patient" box

Step 6: Save Changes

• From a Scheduled Exam:
  
  • Click [Save] from the bottom right corner
    
    
• While Scheduling (New Appointment or Ordered Accession)
  
  • Changes will be saved when the exam is scheduled by clicking the [Schedule] button on the Schedule Summary (confirmation) window.

EDITED: 06/10/2025