Adding a Referral

Select Summary - SCI Gateway and complete as required.

Select Summary - WCCG and complete as required.

1. Select Add - Referral, remember you can press Alt+A and then Alt+F if using the keyboard.
2. Select either:
   • Referrals - The Referral - Add screen displays.
   • From Default - The Select Default screen displays, select the Default referral required, see Setting Up Default Referrals and Requests for details.
3. The Referral - Add screen displays:

   

   Complete as required:

   • Date of Referral - Defaults to today's date, update as required.
   • Clinician - Defaults to the staff member or GP signed on for the current session, update as required.
   • Private - Defaults to unticked, tick if you are recording a private referral.
   • In Practice - Ticked by default, remove tick to record referral was recorded out of the practice.
   • Online Booking - Tick to access the eReferral Services web page, make an appointment request or booking and allocate a unique booking reference number (UBRN).
   • Read Term for Referral Reason - Select a Read code in the usual way, see Finding a Read Code for details.
   • Source - Select as appropriate.
   • Referral Type - Select from the list available as appropriate.
   • Attendance Type - Select as appropriate.
   • Urgency - Select as appropriate, Urgency is updated to <None> if you select Online Booking, update before selecting OK. The urgency is then copied to the e-Referral Service.
   • Contract Status - Select if required.
   • Action Date - The date by which you would expect treatment to have started. Enter a time period here, for example, 7D for seven days, or 3M for three months. Action dates can be searched on, there are no actions triggered once overdue.
   • Status - Select if required.
   • Booking Reference - If this is an eReferral the UBRN displays.
   • Unit - Select a provider.
   • Department - Select if required.
   • Consultant - Select if required.
   • NHS Specialty - Select if required, you can analyse referrals by specialty on the Referrals Report.
   • TP Specialty - Select as required.
     Provider details are set up from Control Panel, see Adding a Hospital or NHS Trust in the Management Tools Help Centre for further details.
   • Notes - Select to add free text if required, text can be copied and pasted into Notes.
     Training Tip - You can press Ctrl + C on your keyboard to copy and Ctrl + V to paste.
   • Letter - Select to create a referral letter, see Generating a Referral/Request Letter for details.
   • Label - Select to print a label for this referral, check the number of labels is correct and select OK, for design details see Specimen Labels in the Vision 3 Front Screen Help Centre for details.
   • Default - Select to use or set up a default referral, see Setting Up Default Referrals and Requests for details.
4. Select OK to save and close.

Other ways to add referrals include:

• Add Referral from the toolbar.
• Click, Drag and Drop - Click on the entry you want to create a referral for, hold your click and release over Make a referral for this item on the floating tool bar. The Read Term for Referral Reason is completed automatically using this method.
• Simply right click on an existing referral and select Add.