---
title: How to send patient note or referring letter to a referring provider and PCP
description: "# Sending Referring Letter or Patient Note to a Referring Provider or PCP You can send patient note or referring letter to patient's PCP or referring provider through Legend, given that the providers' information, including **Fax number** is saved in…"
url: "https://legendehr.com/docs/how-to-send-patient-note-or-referring-letter-to-a-referring-provider-and-pcp/"
updated: "2026-02-27"
category: LegendEHR / EMR
---

# How to send patient note or referring letter to a referring provider and PCP

# Sending Referring Letter or Patient Note to a Referring Provider or PCP

You can send patient note or referring letter to patient's PCP or referring provider through Legend, given that the providers' information, including **Fax number** is saved in Legend.

You can do add a physician inside Legend through **Settings > Providers List**.

## Selecting PCP and Referring provider for a patient

### Selecting PCP

You can select a patient's PCP through:

- Demographics:
  - Go to**Patient > Demographics**
  - Select **PCP**in the**PCP drop-down**

![](https://legendehr.com/wp-content/uploads/2026/02/PCP-1024x469.png)

 

- EMR Progress note:
  - Go to progress note
  - Click on **DoS** inside the progress note
  - Select **PCP**

![](https://legendehr.com/wp-content/uploads/2026/02/PCP-in-EMR-1024x470.png)

 

### Selecting Referring Provider

You can select a referring provider through:

- EMR Progress note
  - Click on **DoS** inside the progress note
  - Select **Referring Provider**

![](https://legendehr.com/wp-content/uploads/2026/02/Ref-provider-1024x431.png)

 

## Faxing referring letter or full note upon Sign Note

When provider clicks the **Sign Note** button, a pop-up is displayed. You can select whether you want to send Referring letter or Full note to the providers.

You'll also see three buttons at the bottom: **Save letter**, **Sign letter**, **Fax letter**

![](https://legendehr.com/wp-content/uploads/2026/02/Ref-letter-full-note-1024x761.png)

 

### Save Letter:

If you click this button, the referring letter goes to the MD tab for provider signature.

- Go to **MD tab**
- Click on **Referring letter** sub-tab
- You'll see a list of all the referring letters that need to be signed by the provider
- Provider can click the Edit icon in front of the letter to **Sign or Sign & Fax** it

![](https://legendehr.com/wp-content/uploads/2026/02/MD-tab-ref-letter-1024x543.png)

 

### Sign Letter:

If you click Sign Letter button, it goes under Admin > Back Office > Referring Letters.

- Go to **Admin** tab
- Go to **Back Office**
- Select **Referring Letter** drop-down

You'll see a list of signed referring letters that can be printed or faxed

- Select the letter you want to print or fax
- Click the **Print** or **Fax** button
- The record moves to **Referring Letter > Sent**, once the letter has been sent

![](https://legendehr.com/wp-content/uploads/2026/02/Admin-ref-letter-1024x326.png)

 

### Fax Letter

You can use this option to sign and fax the letter directly to the providers. It goes directly to **Admin > Back Office > Referring Letter > Sent.**

## Faxing Referring Letter or Full Note through the Preview tab

In the EMR section, you'll see a Preview tab

- Go to the Preview tab
- Go to the Referring letter sub-tab
- Select Referring letter template
- Click Save & Fax
- Referring letter is faxed and record is sent to **Admin > Back Office > Referring Letter > Sent**

![](https://legendehr.com/wp-content/uploads/2026/02/Preview-tab-ref-letter-1024x348.png)