Quick Guide

Recording a Referral In

All referrals must be recorded clinically triaged before being accepted or rejected.

• Register the patient and record the referral in completing the relevant fields – the referral should have the following selected;

Service Offered – Choose relevant option

• Urgency – Routine or Urgent – (This may change after triage).
• Referral Source – Where has the referral come, from for example (GP, Hospital, School)
• Referral in Reason (primary) – Choose applicable.
• Outcome – Choose applicable (see below)
• Referral Status – Choose applicable (see below)
  

  	Outcome	Referral Status	Comment
  Referral Accepted	Accepted	Receiving Care
  Referral Accepted (applicable to Services who are required to measure wait times)	Accepted	Waiting For Assessment	Referral to be updated after initial contact
  Referral to be triaged	Accepted for Triage	Awaiting Triage	Referral to be updated after triage
  Inappropriate Referral	Inappropriate Referral	Rejected – Inappropriate Referral

   

Default Contact Location – Choose applicable – Follow local process.

Caseload – relevant caseload holder should be selected – Follow local process.

Referrals – Accepted for Triage

• Once the referral has been clinically triaged, the outcome and status of the referral must be updated.
  

  	Outcome	Referral Status	Comment
  Referral Accepted	Accepted	Receiving Care
  Referral Accepted (applicable to Services who are required to measure wait times)	Accepted	Waiting For Assessment	Referral to be updated after initial contact
  Inappropriate Referral	Inappropriate Referral	Rejected – Inappropriate Referral

Referrals – Accepted Waiting For Assessment

• After the Initial Appointment with patient, the status of the referral must be set to ‘Receiving Care’. This is to ensure waiting times can be measured.
• IMPORTANT when saving the initial appointment, ensure the saving event is Linked to referral – Choose the relevant referral
• Click Update Referral Source, the following pop up will appear, Select
• From the New referral status drop down, select ‘Receiving Care’.
• Click Update Status, click close

Referral Declined – Add

1. Register the patient and record the referral in completing the relevant fields – the referral should have the following selected;

 Urgency – Routine or Urgent

• Referral Source – Choose applicable.
• Referral in Reason (primary) – Choose applicable.
• End Date – Date referral Declined
• Outcome – Change to Inappropriate Referral
• Referral Status – Change to Rejected – Inappropriate Referral – Select ok