Referrals are designed to email directly to the healthcare provider, you can also print a copy for the client or download.


On this page: 

  • Important Information
  • Create Contacts for Referrals
  • Create a Referral 
  • Preview and Download a Referral 
  • Email a Referral to a Contact
  • Content Block examples 


Important Information

  • To update to the new UI go to Business Setup -> Your Clinic -> User interface Settings -> Referral UI version -> 2023 --> Save.
  • For a referral to be sent, the healthcare practitioner must be set up as a CONTACT in the patient list, as below. 
  • The only section of the treatmentnote that will be included is the NOTES section.
  • Once sent, the referral will automatically lock and all fields will become read-only.
  • Printing the referral does not lock it. The referral is only locked once it has been emailed to another healthcare provider so that no changes can be made to it.  There is no option to unlock this. 


Create Contacts for Referrals 


Step 1. Before creating a referral, ensure the healthcare provider has a profile created from the Patients module and ensure to select type as CONTACT. (as per below screenshot)




Create a Referral 


Step 2. To create a referral go to the patient record you want to create a referral for -> Referrals Tab -> select New Referral. 




Fill out the details as required. 


The contact will be the health professional you are referring your patient to.


The Referral Title can be edited. Any changes made will update the title displayed on both the printed document and the emailed referral.

 

The email subject line is not editable. It will automatically appear in the following format:

Referral # for <Patient Name> from <Business Name>.


The option to Include Supplements can be enabled.  This will then include the supplements that the patient is CURRENTLY taking on the referral.  


If the Contact field is left blank, you will only be able to print or download the referral.


To email the referral to the healthcare practitioner, a Contact must be selected.


Type OR insert a content block for the Introduction and Conclusion fields.



The Treatment History is optional.  This will include the treatment notes you tick to include. The only section of the treatment note that will be included is the NOTES section.  This is because including all the custom fields would result in an incredibly long referral.  




Step 3. The referral needs to be saved by clicking the SAVE button in the bottom action bar.




Preview or Download a Referral 


Step 4. To preview the referral before sending, click Print in the action bar. This will open a view of the referral for you to review or print a copy for the patient. To download the referral, once you have selected Print-> press Ctrl + P. From there, select Download as PDF.



Email a Referral 


Step 5. To email the referral to the healthcare practitioner, click Send.


Once sent, the referral will automatically lock and all fields will become read-only.


Please note: Printing the referral does not lock it. The referral is only locked once it has been emailed to another healthcare provider so that no changes can be made to it.  There is no option to unlock this.


Once saved the referral is accessible from the Referrals tab on the PATIENT RECORD.


The email sent can be found under the CONTACT’S messages tab. The contact is the healthcare provider you have sent the referral to.


The original referral is still accessible from the patient’s Referrals tab.




Content Block examples


Step 6. Create a Content Block for the Introduction and Conclusion fields. See below example you can use.


Introduction 


Dear Dr <Name>,

My name is <Name> and I'm a local <modality> practicing from <clinic name>.


Thank you for seeing < Patient> for an assessment of <problem/symptom > e.g. acute onset of severe lower back pain with urinary incontinence, OR rapid weight loss, OR a newly detected breast lump etc


<Patient > saw me on <date> for a <modality> consultation.


Presenting complaints:

List, or give brief presenting history eg. <Patient >is experiencing burning on urination and dark yellow urine, which may indicate a possible infection requiring prompt medical assessment.


I have discussed my concerns about <the importance of a medical review> with <Patient > and have recommended he/she see you immediately.


Conclusion


Thank you for taking the time to see <patient> 


I would be grateful if you could keep me informed of your assessment and management. If appropriate, please cc me on any relevant communication and results of investigations.


Sincerely

Practitioner Name

Modality

Clinic name

Your email

Your Phone

Association name and #