Adding a Default Referral

Providing Default Referrals are set up, see Setting Up Default Referrals and Requests for details, you can select from a pre-defined list of referral, speeding the whole process up and ensuring consistancy accross your practice.

Adding a new default referral to a patient's record can be done in two ways:

Select a topic below to expand the section:

  1. From Consultation Manager, with the patient selected and a consultation open, select Add - Referrals - From Default.
  2. Select from the available list of defaults.
  3. Select OK.
  4. The Referral Maintenance - Add screen displays if any of the mandatory fields are not complete, complete as appropriate.
    Note - If Auto Save was ticked when adding the default and the mandatory fields are complete, then the Referral Maintenance - Add screen does not display. See Setting Up Default Referrals and Requests for details.
  5. Select Letter to add the referral letter if appropriate, see Generating a Referral/Request Letter if required.

  6. Select OK to save.

If you have set a default referral up to be triggered by a specific clinical term:

  1. From Consultation Manager, with the patient selected and a consultation open, select Referral .
  2. In READ Term for Referral Reason, select the clinical term required.
  3. If there is a Default Referral set up for the term, the Referral - Add screen automatically completes, if there is more than one Default Referral linked to the term selected, you are offered a list to select from, select the appropriate default.
  4. Complete the Referral - Add screen as required.
  5. Select OK to save.
See Setting Up Default Referrals and Requests for details.
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