Adding a Referral

To record a referral and generate a letter.

Important - Referral letter templates need to be configured, see Creating Letter Templates within Vision 3 for details.
Note - Only one referral can be added per encounter.

  1. From Vision Anywhere, open a patient record, see Selecting a Patient for details.

  2. Start a new Encounter, see Adding an Encounter for details.

  3. In the dynamic search bar enter R or Ref:

    Note - You must be online to generate a referral letter.

  4. Select Referral and the Referral quick entry form displays:

  5. Complete as required:
    • Referral reason - Select the appropriate clinical term for this referral.
    • Urgency - Select the appropriate level of urgency from the list available.
    • Referral letter content - Enter the text to include on the referral letter.
    • Specialty - Vision 3 patients only, select a specialty if required.
    • Provider unit - Vision 3 patients only, select a provider if required.
      Note - Specialty and Provider unit are maintained in Vision 3.
  6. Select Template to access your letter templates.
  7. The Referral Letter Template screen displays, highlight the letter required and select Select this Template:

  8. Microsoft Word opens displaying the selected template. This includes the text in the Referral letter content section
  9. Update the letter as required and select to print or email the letter.
    Note - There is a file size limit of 4.3mb.
  10. Close Word.
    Note - If required, select Letter to reopen the letter you have just written.
  11. Select Save to close the Referral form.

The referral entry and letter save into the patient record when you close the Encounter.

Important - Once you have saved and closed an encounter, you cannot edit a referral letter from Vision Anywhere.
Note - For EMIS patients an attachment cannot be filed into the patient record due to limited access, however Referral letter content is filed back.
See Creating Letter Templates within Vision 3 and Editing Data for details.
Note – To print this topic select Print in the top right corner and follow the on-screen prompts.