How to create a referral letter

For patients who require referral to a specialist, a referral letter can be created from their medical.

Referral Consultants, and hospitals if required, must first be created to populate the drop-down menus. Click here for more information: How to create a list of Referral Consultants.

A referral can be generated when a medical has a status of Ready for Approval or Approved.

How to create a referral

• Open a client medical.
• From the left sidebar, under the Clinical section, click on  Referrals > Create Referral.
• Select a Consultant from the pre-populated dropdown menu.
• Enter the required Referral Details.
• To include findings/results, select relevant Health Categories.
• Choose Save Draft if you wish to complete the referral later.
• Click on Create Referral once all data is complete.
• The number of Referrals created for a patient is indicated on the Referrals tab on the left side menu.
• Click on the Referrals tab to:
  • View a list of Referrals created for a patient.
  • Open or delete a Referral.
  • Turn on Sharing to provide a patient with access to a referral letter.