What should you do to assign or create a referral after scheduling an appointment?

To assign or create a referral after scheduling an appointment, the correct action is to right-click the appointment and select the option to assign a referral. This method is efficient because it allows you to directly link the referral to the scheduled appointment, ensuring that all relevant information is easily accessible and streamlined within the system.

Using the right-click feature provides a straightforward and contextual approach to managing patient details, making it simple for the user to complete the necessary processes without needing to navigate away from the main interface of the appointment. This enhances user efficiency and reduces the chance of losing track of important appointment and referral information.

The other options, while they might involve patient interaction or process management, do not directly pertain to the immediate task of assigning a referral in the same systematic way. For instance, navigating to the work queue could lead to unnecessary additional steps or confusion, contacting the patient for confirmation may be important but is not directly related to the task of assigning a referral immediately after scheduling, and deleting the appointment goes against the intent of efficient management by unnecessarily complicating the process.