Which step is NOT part of scheduling a referral when a patient calls?

The process of scheduling a referral primarily involves actions that directly relate to the referral's documentation and appointment setting. When a patient calls to schedule a referral, it is essential to document the reason for the referral to ensure that the receiving provider understands the patient's needs. Selecting the referral from the Referrals tab is crucial for navigating the system correctly and initiating the referral process accurately. Additionally, entering the visit type and date is necessary for making the appointment according to the patient's and provider's availability.

Searching for the patient’s previous appointments, while it may serve a purpose in terms of understanding the patient’s history or ongoing care, does not directly contribute to the actual scheduling of the current referral. Therefore, this step is not a part of the essential actions required when a patient is calling to set up a referral. Instead, the focus should remain on the referral documentation and appointment specifics to streamline the process effectively.