Creating new referrals

Creating new referrals

  1. Open patient chart and click ‘referrals’ tab.
  2. Click ‘New’
  3. Select referral template, default is Blank Referral, click ‘OK’.

    1. Or, to copy a previous referral on the patient chart, click the 'history' tab, select the referral of choice, to include the same attachments, mark the check box 'copy attachments'.

    1. Click ok and it will generate a new entry with all the same information as the referral that was copied, edit as required.

Much of how the referral management template is filled in will depend on clinic workflows, noting who is responsible for what sections.

Once the referral is open:

  1. Assign the referral to either an individual, or a job class such as ‘referral coordinator’.
  2. Click save.

  1. The status and priority will default to ‘pending’ and ‘low’, change as applicable.
  2. The referring practitioner will default to the practitioner who is creating the referral, change as required.

  1. Type in the reason for referral in the free text or select from recently used in the dropdown.
  2. Type any notes in the referral notes section, send attached documents, or patient willing to travel for appointment.

Referral attachments

  1.  Add the referral letter and any supporting documents to send with the referral to the referral management.
    1. Click the paperclip icon on the right.
    2. Select the type of document and highlight the document to add.
    3. Click add.
    4. Repeat this until all required documents are on the list.

    1. To remove an attachment, highlight it on the right, and click remove (this will remove from the list of attachments for this referral, the document will remain on the patient’s chart).
    2. Click save, this will close the attachment window, the list of attachments will now be visible in the referral.

  1. Click save to send this referral to the team member who will take over the process from here.




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