Adding a Referral

When you accept a referral, you must add it to Community for allocation to your Community Team.

To add a referral to Community:

1. From the Community Home screen, select Referral Inbox .

2. Select Add new referral .

3. The Patient Search section displays, find the patient required in the usual way. Using the patient's CHI, NHS or H+C number provides you with the most accurate results, see Searching for a Patient for details if required.

4. If you have no legitimate relationship with the patient you select, the No legitimate relationship screen displays, select the reason you are accessing the patient from the list available and select OK, see No Legitimate Relationship for details if required.

5. Complete the following sections as required:

   Select a topic below to view the details:

   Patient Demographics

   The Patient Demographics section displays, check and update any details required, see Patient Demographics for details if required.

   Remember - Do not forget to add a Temporary Address if appropriate.

   Note - Mandatory entries are marked with a red asterisk *.
   Patient Warning

   Tick Patient Warning and enter the details of the warning if appropriate, for example, Hard of hearing or Aggressive dog.

   Emergency Contact

   Enter any details as appropriate, see Adding Emergency Contact Details for details if required.

   DNA CPR

   The DNA CPR section displays, tick and complete options as appropriate, see DNA CPR for details.

   Referral Information

   The Referral Information section displays, enter the referrer's name, the source of the referral, referral date and referrer's location:

   

   Accepted/Rejected Referral History - Displays any accepted/ reject referrals for this patient.

   Diagnosis and Notes

   The Diagnosis and Notes section displays, enter the diagnosis and other relevant information for the patient:

   • Diagnosis - Enter the referral reason and the care being requested.

   • Notes - Enter any additional information required:

     

   Current Appointments

   The Current Appointments section displays any scheduled appointments for the selected patient.

   Add an Attachment

   To add an attachment when creating a referral, either:

   • Locate the required file on your computer and from your file explorer, drag and drop the file into the designated area on the screen, or

   • Select Browse Files , locate and select the file required:

     

   Note - You can add more than one file to a referral, but they must not exceed 2mb.
   Approval

   The Approval section allows you to accept or reject the referral you are adding:

   • Status:

     • Select Accept to accept the referral and then from Care Plan, select from the available list as appropriate for this referral.

     • Select Reject to reject the referral and then from Reason for Rejection, select from the available list as appropriate for this referral.

   If you are recording a referral that you are rejecting, tick I confirm that the data entered in correct ay time of referral and then select Submit to finish and save this referral.

   Interventions

   An Intervention details the action being requested. You must add an intervention to a referral before it can be accepted. See Adding an Intervention for full details.

6. Tick I confirm that the data entered in correct ay time of referral to confirm you have checked the details are correct.

7. Select Submit to save this referral ready for allocation to a team member(s), see Assigning Interventions for details.

To save the details entered without submitting it for allocation to a team member, for example, if more information is required, you can select Save as Draft , see Saving and Retrieving Draft Referrals for details.

You can select Cancel at any point while adding a referral to abandon it.