How to select a referral for a Booking

Selecting a Referral for a Booking

1. Navigate to Diary > Open Diary or use the keyboard shortcut CTRL  + D .
2. Select the relevant patient and double-click to open up the Booking Form.
3. In the Booking Form, go to the Referral Details section.

4. Select New In to add a new referral or Modify to update an existing one.

   

5. The Add/Modify Referral screen will open.

6. Populate the screen with the relevant details.

   

7. Select Save & Close to save the referral.

How referral requirements work by booking type

Each booking type carries its own referral requirement. This decides what happens when you try to save a booking that has no referral attached, or has one that is out of date.

The requirement is set at two levels:

• A practice-wide default that applies to all booking types. This can be done via Admin > Maintenance > System Settings, with the referralRequirement option.
• A per-type setting on each booking type that can override the default.

Where a booking type has its own setting, that setting wins over the practice-wide default. This is why the same practice can let you book one appointment type without a referral and block another.

There are four key behaviours:

• Warning only - You can save the booking without a referral. HealthTrack shows a dialog prompting you to add one, and you can choose to add a referral or save anyway.
• Any referral required - You cannot save the booking until a referral is attached. The referral's dates are not checked, so an expired referral still counts as one.
• Valid referral required - You cannot save the booking unless an attached referral is valid for the booking date. An expired or not-yet-started referral will not satisfy this.
• Referral required before closing - You can create and save the booking without a referral, but you cannot close the booking until one is attached.

Referral Details

In the Add/Modify Referral screen, there are a number of fields where you can enter in the referral details.

Key Details

• Issued - Date the referral was issued.
• First Use - Date of the first appointment linked to the referral.
• Valid Use - How long the referral is valid for (defaults to 12 months).
• Follow-Up Task - Create a follow-up reminder for the referral.
• Class - Categorise as General Referral, Referral & Request, or Request.
• Type - Categorise as Standard, Emergency, or Lost Request.
• In-Hospital Service - Select this checkbox if the referral is for a hospital service (select the hospital from the drop-down list).

Optional Fields

• Category - Select from the drop-down list.
• Purpose - Add details on why the referral was made.
• Referral Disposition - Specify what response is required (e.g. report back, second opinion).

Incoming Section

• Referring Doctor - Select internal or external.
• Referred To - Select either an individual doctor or a location (cannot be both).
• Referral Context - Add any further referral details.

Attaching Referral Documents

You can also attach a scanned copy of the physical referral document to the Booking.

1. Navigate to the Add/Modify Referral screen.
2. Select the Manage Attachments button on the bottom left of the screen.
3. Import the scanned referral document.
   • If already imported, choose the file from the list, and click Select.
   • If not imported already, click Import New, and import a scanned copy of the referral to the patient Documents tab.