Articles on: MiResource for Referral Coordinators

How to add referral list notes?

This referral list notes feature allows you to write notes to the patient so they’re aware of specific information regarding the provider. 


For example: “Call this provider first, they live closest to your residence hall.”


Step 1: Navigating to the Referral list page 

To navigate to this page:

  • Click on your profile to open the drop-down menu
  • Click Referral list



Step 2: Adding a note

To add a note:

  • Click Add note
  • Type your desired note in the text box 
  • Click Add note in the pop-up to confirm your note





Your note will now appear right below the provider’s information. 


For more assistance, please feel free to reach out to our Support Team at support@miresource.com.


Updated on: 07/10/2025

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