OD/MD PortalSecure uploadReferral CRM

Referral Intake

Submit patient referrals, clinical summary, and diagnostic files into the Visionary Eye Surgery referral queue.

01

Referring Optometrist

Optometrist and submitter identity details

Referring optometrist

Enter the clinician responsible for this referral.

CMS NPI Search
02

Patient

Patient demographics for referral matching

03

Consultation

Referral type, priority, and clinical notes

04

Clinical Summary

Refraction, acuity, and pressure

SphereCylinderAxisBCVAIOP
OD
OS
05

Co-Management

Post-operative care preference

Post-op visits return to your office per the co-management schedule; Day 1 is seen at VES unless arranged otherwise.

06

Files

Records, topography, OCT, and supporting documents

Encrypted transmission. No patient data is sent by email.

Want this form to remember you?

Create an account to save provider details, reuse them on future referrals, track case status, and receive reports.

Save info & track referrals