What should you do first to schedule a referral from the workqueue?

To schedule a referral from the workqueue, the first step involves directly interacting with the referral record. By double-clicking the referral record, you gain access to specific details about the referral, as well as the associated patient information that is crucial for scheduling an appointment. This action effectively allows you to initiate the scheduling process, as it opens up the necessary interface where you can proceed with assigning an appointment to the referral.

The other options do not initiate the scheduling process as directly or efficiently. Accessing the appointment desk is an important step in managing schedules but typically comes after you have selected and opened the referral record. Right-clicking on the patient’s name may offer additional options or functionality, but it does not directly lead you to the scheduling component needed for the referral. Opening the referrals tab is a necessary action to view the list of referrals, but it does not directly allow you to schedule an appointment without first selecting a specific referral record. Thus, double-clicking the referral record is the most appropriate and effective first step in this workflow.