Although each referral is going to be different, there are many concepts that remain the same and could be pre-typed.

On the healthquest tabletop screen, click the setup menu and select ‘referral management templates’.

1. Name the template.
   
2. Select the status, priority, in or outgoing, and the assignee/job class.
   
3. Enter the commonly typed notes in the referral notes box, this will save time typing it each time, but can also serve as a prompt to complete something (for example, reminds the practitioner to attach the documents for the referral).
   
4. Complete the requested practitioner section, for example the specialty, if creating templates for different specialties.
   
5. Click save.
   

 

To use the template on a patient chart:

1. Open patient chart and click the ‘referrals’ tab.
   
2. Click ‘new’.
   
3. Select referral template, click ‘OK’.
   

Setting defaults

If consistently using the same template when saving w/ref from the Index Files window or creating new letters and forms, configure the default settings within Program Setup. Doing so will automatically populate recurring information and eliminate the need to manually select the template each time, streamlining workflows.

Setup > Program Setup > Referral Management.