Ending a Referral (Death Notification)

The following guide will show how to end a referral following a notification (task). This can be from the GP or other Community Service.

1. Select Workflow from the menu bar at the top of the screen and then Task list.



2. From All Open Tasks, select Patient Deceased.



3. Right click on the Patient and from the menu, select Retrieve Patient. The patient’s record will open.



4. Select Referrals from the clinical tree.
5. Click on the Referral In tab.
6. In the list below, right click on the referral and select End Referral.



7. Complete the End Referral window:
1. Reason for end of the referral – Death
2. Date of Discharge
3. Location after Discharge / Place of death – select from the drop down menu.
4. Interventions – select Discharged – Patient Died
5. Click OK.



8. Select Yes. This will confirm that you would like to end the care at your service.



9. Tick the Cancel boxes to cancel all remaining Appointments / Visit and then OK.


NOTE: If the patient has any active care plans you will need to end them

10. SAVE the record. Click on the Save button, fill out the Event Details and Click OK
11. Return to the Task List (Workflow / TaskList)
12. Right click on the patient that you have ended the referral for.
13. From the menu, select Change Status then Completed. The task will now be marked as completed and disappear.