If you set up referral tracking, users can view a list of referrals sent by email using a communication report. In addition, if you enable automatic tasks for sending reasons, tasks are automatically created for users when they send referrals.  

1. Add a referral sending reason list.

1. Go to Settings > Items & Lists > Lists.
2. Select Add list.
3. From the Type list, select Referral sending reason.
4. Add a Name for the list.
5. Select Save.
6. On the Items & lists > Lists page, find the list you created and select Activate a the end of the list row.

2. Add sending reasons to the list.

The 'external', 'internal', 'other', and 'patient history request' reasons are added automatically to a new referral sending reason list. You can edit them or add other items as needed.

1. On the Items & lists > Lists page, find the list you created and select the link to open it.
2. Select + Add item.
3. Add a Code (optional) and a Label.
4. Select Save.

3. Optional: Add areas of expertise for referrals.

If you add a list of areas of expertise and link it to a sending reason, users must select an area of expertise for the selected sending reason when sending a patient referral by email.

1. Go to Settings > Items & Lists > Lists.
2. Select Add list.
3. From the Type list, select Referral area of expertise.

4. From the Referral sending reason list, select a referral sending reason you want to link the area of expertise to.

5. Add a Name for the list.

6. Select Save.

7. On the Items & lists > Lists page, find the list you created and select Activate a the end of the list row.
8. Select the list name link to open it and select + Add item.
9. Add a Code (optional) and a Label.
10. Select Save.
11. Repeat steps 8.-10. to add the areas of expertise you need.

4. Enable the setting for mandatory referral sending reason.

Go to Settings > General > Department > Department settings and select Enable mandatory referral sending reason.

When this setting is selected, users must select a sending reason when sending a referral by email.

5. Optional: Enable automatic tasks for sending reasons.

1. Go to Settings > General > Department > Department settings and select Enable automatic tasks for emails with sending reasons. When this setting is selected, a task is automatically created for a user when the user selects a sending reason specified in the following step for an email.
2. In the Sending reasons for automatic task creation field, add the referral sending reasons that will create automatic tasks.

See Also

Track Sent Referrals

Send a Patient Referral by Email

Updated 28 June 2023 06:35