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.




    • Related Articles

    • Creating referral management templates

      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’. Name the template. Select the ...

    • Referral management features

      Filter the referrals by status or employee. Right click on a referral to show a menu of options. New – creates a new referral template. Chart – opens the patient chart (used when referrals were opened from the doctor view). Print – opens referral ...

    • Referral Management Report

      Utilizing referral management not only provides advantages in tracking referrals throughout the process, but it also generates a report that offers a wealth of information, including trends and volumes of referrals based on specific criteria. Find ...

    • Referral Management Introduction

      Referral management is a feature used to maintain referrals throughout the full process, for both outgoing and incoming requests. It tracks key information, such as doctors sending and receiving, specialty, reason for referral, and key dates along ...

    • Referrals tab

      Here are the listed referrals assigned to a practitioner in any status other than 'Completed'. Referrals are assigned to someone if they are required to action on it. Referrals assigned to a practitioner would likely be new ones not yet finished and ...