eReferrals

If you receive referrals and need to assess them prior to the initial consultation, here are suggested workflows using Regular Tasks - Communications/Results

• Ensure the Communication Type Referral is in Utilities - Lookups - Communications - Communication Type aka Category.
• Ensure the Communication Status in Utilities - Lookups - Communications - Communication Status has the following or similar.
  • Referral pending
  • Make appointment.
  • Do not make an appointment.

Assess the referral prior to making an appointment.

Adding the Referral

• Search if the Client is already in DCM
  • If so, select them.
  • If not, add new.
• Add/Update client details.
• Verify with Medicare Online to include an Online Eligibility Check if necessary.
• Add the Referral details.
• Right-click on the Referral and select Scan Communication or go to Communications and select Scan.
• Ensure the Communication Type is Referral, and the Communication Status is Referral Pending
• You can rename the document and add comments.
• Generate other communications if required (e.g.: Questionnaire, Letter of Introduction, etc.). If using the Electronic Health Record or the Theatre Management Module, these files can be viewed from there.

Viewing and Managing Referrals Pending

• Go to Regular Tasks - Communications/Results
• Select Communication Status Referral Pending resulting in a list of all Clients with Referrals Pending
• Double click on each to view the Referral Letter to action.
• On closing, you are prompted to select an Action.
  • Make appointment.
  • Do not make an appointment.

Make the appointment before assessing the referral

Make the appointment

• Contact the Client and make an appointment.
• Search if the Client is already in DCM 
  • If so, select them.
  • If not, add new.
• Add/Update client details.
• Verify with Medicare Online to include an Online Eligibility Check, if necessary
• Add the Referral details.
• Right-click on the Referral and select Scan Communication or go to Communications and select Scan.
• Ensure the Communication Type is Referral, and the Communication Status is Referral Pending
• You can rename the document and add comments.
• Generate other communications if required (e.g.: Questionnaire, Letter of Introduction, etc.). If using the Electronic Health Record or the Theatre Management Module, these files can be viewed from there.

Viewing and Managing Referrals Pending

• Go to Regular Tasks - Communications/Results
• Select Communication Status Referral Pending resulting in a list of all Clients with Referrals Pending
• Double click on each to view the Referral Letter to action.
• On closing, you are prompted to select an Action.