Referring a Client to Another Emora Provider

1. Go to your Care Dashboard. 

2. Open the Client Tab.

3. Click on the Client.
4. Under the client's name click Transition Care
5. Select Refer
6. Select the type of care the client needs, including Therapy (different approach/specialty), Medication Management, or Psychological Evaluation
7. Filter list of Emora providers based on client's preferences
8. Select a provider and click Book Session
9. Select a date and time for the client's appointment
10. Click Review & Book
11. Select what happens to your caseload after the referral:
    1. Transfer care - client will be discharged from your caseload and continue with the referred provider
    2. Continue co-care - continue seeing the client while they also receive care from the referred provider
12. Confirm the referral and click Refer & Book

Related articles

• Discharging a Client
• Referring a Client Outside of Emora
  
• Completing Care for a Client