Edit a Referral Booking

A referral booking may need to be updated if:

• the patient cannot now make the original booking date
• if the GP does not have time in consultation to complete the eBooking process, and has selected Send Later when clicking OK on Referral - Add,
• if the referral was added at an unsecured workstation without access to the e-Referral service.

To edit a referral created by a GP without eBooking:

1. From Consultation Manager, select the patient required.
2. Open the existing Consultation that the GP used to add the referral. Select List - Referrals to find the date of the referral, close any consultation that has opened for today (you first have to uncheck the option Deselect the patient when closing a consultation, in Consultation - Options - Setup), select Consultation - List consultations, find the consultation on the date of the referral, select Consultation - OpenExisting consultation and finally select the consultation line for that date to expand the entries.
3. Right click on the referral and select Edit.
4. Tick the Online Booking box.
5. Select eBooking and when the e-Referral screen displays, select a relevant appointment, hospital, department, male/female staff mix etc.
6. Select Request.
7. Now, select OK on Referral-Update.

The data in the consultation is included in the referral, together with the list of data normally included in a referral message: Read Term for Referral Reason, all active problems, current medication (all acute therapy and repeat issues in last three months), allergies and intolerances (drug and non-drug), high priority 1 medical histories, the latest record for smoking, alcohol, height, weight, blood pressure.

If the referral has already been made online:

1. From Consultation Manager, select the patient required.
2. Open the existing Consultation that the GP used to add the referral. Select List - Referrals to find the date of the referral, close any consultation that has opened for today (you first have to uncheck the option Deselect the patient when closing a consultation, in Consultation - Options - Setup), select Consultation - List consultations, find the consultation on the date of the referral, select Consultation - OpenExisting consultation and finally select the consultation line for that date to expand the entries.
3. Right click on the referral and select Edit.
4. Tick the Online Booking box.
5. The eBooking button is enabled and connects to the eBooking system using the previously stored UBRN.
6. List the appointments and book.
7. Select OK on Referral-Update and continue with your amendment.

In this section Returning to a e-Referral