Placing a Referral (Inpatients)
How to order a referral for an inpatient.
You must place a referral by ordering the referral via the workflow or the Requests/ Care Plans screen. Simply filling in a referral form instead of placing the order will not work as the relevant team will not be notified.
From the Workflow
- With the patient record open, go to Workflows and then to New Order Entry.
- Search for the referral you wish to place, i.e. ‘referral to servicename‘.
- Click the referral in the search results.
- Click the order basket.
- A summary of your orders will be shown, click Sign.
- Select the order in the top part of the screen.
- Complete any missing required details.
- Click Sign.
From Requests/Care Plans
- Go to the ‘Request / Care Plans‘ section in the blue menu to the left.
- Click ‘Add‘.
- Type in the order/referral you wish to place, i.e. ‘referral to inpatient servicename‘.
- Click once on the one you wish to place – it will turn blue.
- Click ‘Done‘.
- Select the order in the top part of the screen.
- Complete any missing required details.
- Click Sign.
Updated: 25 March 2026
