Attaching Vision 3 referrals in the web-based e-Referral Service

We recommend you use the e-Referral service through Vision 3 in the fully integrated way as this maintains the integrity of the clinical record and maximises confidentiality. If, however, web-based use of the e-Referral service is unavailable, then the following method is recommended for practices with local servers.

Note - This method is not suitable for practices using remote servers as the e-Referral service cannot find files on the remote server and so access to local drives is needed.

To attach a Vision 3 referral via the web-based e-Referral service:

  1. Create a folder on your server, on the global G: drive if there is one or else on the P: drive. Name the folder Referral Letters or something similar.
  2. Create and save the referral letter in the usual way.
  3. After saving and while still in Word, select File - Save As and save a second copy of the file in the folder you have created for this purpose. This additional copy should be given a recognisable file name, for example, the patient's surname, forename and date of birth, eg Smith John 20050116.
  4. Subsequently when using the web based e-Referral service, this separate copy of the letter can be attached using the Add Referral Letter button on the Referral Request summary page.
  5. The temporary copy of the referral letter should be deleted once it is known that the attachment has been successfully lodged with the e-Referral. This minimises the risk to patient confidentiality and makes best use of disk space.