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Category: Patient Referrals

Adding a new referral for a patient

After a patient is added to the system a referral form needs to be completed to start the episode of care. If the patient has no referral, the boarding card will show the message The patient does not have any treatment episodes. Please create a treatment episode by completing the

Viewing a patient referral

To view a patient’s referral, locate their patient record then click on the Referral Data tab. You can see the information recorded within the referral form fields. There is a print option, in the top right hand corner of the tab if you need to print this information. If the

Editing a patient’s referral

To edit a patient’s referral, find the patient record and select the correct referral on the boarding card(if they have more than one). Go to the Referral Data tab and click Edit. You will be taken to the completed referral form and you can edit any of the information. Click

Deleting a patient’s referral

Superusers can only delete a patient referral if there are no clinical contacts or other treatment information attached to the referral. If this has not been added or if this has already been removed, Superusers will be able to select the ‘Delete’ option. If an episode of care has been