When you view a received eRequest, the Advanced Referral Management module allows you to assign the referral for a review by a physician who can add triage notes. For example, imaging clinics will often assign a referral to a radiologist for a preliminary review and prioritization.
To add these notes, you can use an Ocean form using 'review' found under the call out in the local notes section. A window will appear with a customizable form, specifically the form in the site with the reference "referralNotes". If you want to use a different form, simply edit that form (don't duplicate it since that would use a different reference).
Hint: you can edit the referralNotes form by entering this into your address bar after logging in: https://ocean.cognisantmd.com/eforms/EFormEditor.html?ref=referralNotes