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 the "Review" option, found under the call out in the "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, with "&siteNum=####" to the end of the URL, where #### is your site number.