userdocs:how-to:ch4:create_new_appointment_from_referral [wikiVMIS]

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How To: Create New Appointment from Referral

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Select the **menu** option from the top of the main VMIS window labeled **Client services**.

{{ :userdocs:how-to:ch4:client_services_menu_option.png |}}

From the drop down, select the **admissions** option.

{{ :userdocs:how-to:ch4:admissions_drop_down.png |}}

The animal preadmissions screen will appear.  Select the **referrals** tab.

{{ :userdocs:how-to:ch4:referrals_tab.png |}}

All of the current referrals will appear under this tab.

{{ :userdocs:how-to:ch4:preadmissions_screen_referral.png |}}

Double click the desired referral to convert it to a pending admission.  The admission screen will appear containing the information from the referral.  To have the referral entered as a pending admission, hit the save button.

{{ :userdocs:how-to:ch4:admissions_filled_saved.png |}}

The record will be moved from the referrals tab to the pending tab in the admissions list.
Note: If you close the Admissions form without hitting save, the record will not be converted to a pending admission and will remain in the Referrals tab.