Attaching Referrals in the 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 be used 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 access to local drives is required.

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 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, Smith John 20050116.
  4. Subsequently when using the web based e-Referral service, this separate copy of the letter can be attached using Add Referral Letter on the Referral Request summary page.
Important - The temporary copy of the referral letter should be deleted once it is confirmed 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.
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