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.

3. The Add/Modify Referral screen will open.
4. Populate the screen with the relevant details.

5. Select Save & Close    to save the referral.

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 - Tick 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.