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Create a referral

Available to

Clinicians.

A referral sends a patient to another department or provider, with the relevant history. The consultant's reply is recorded on the same record.

Refer a patient

  1. Open the encounter and select Referral, or open Documents → Referrals and select New.
  2. Set the Priority. Choose the Referred To Department (it must belong to the encounter's facility) and, if outside, enter the Referred To Provider.
  3. Enter the Reason for the referral, the Relevant History and Relevant Medications.
  4. Link a Follow Up Appointment if one is booked, and attach any document.
  5. Select Send, then Print if the patient takes a copy.
  6. When the consultant replies, enter the Consultant Reply Text and select Record Reply.
A draft referral. Send becomes Record Reply once the referral is sent.
A draft referral. Send becomes Record Reply once the referral is sent.

Referral states

StateMeaning
DraftBeing written.
SentSent to the department or provider.
RepliedThe consultant's reply is recorded.

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