Track Patient Referrals on the Referral Tracker

Practices can monitor all patient referrals using the Referral Tracker. Let’s explore how to maximise the use of this feature.

Watch this video for a concise summary.

Topics Covered

• Overview Tab
• Referrals Tab
• Manage Permissions

Let’s walk you through the two tabs of the Referral Tracker: Overview and Referrals.

Overview Tab

To begin,

• Navigate to the System Menu > select Referral Tracker.

• Select the Overview tab.
  • This page displays overall insights of referrals according to their statuses similar to what the referral provider sees on their end from the Referral Portal.

• Select any of the following tabs to view pre-sorted referrals as needed:
  • All Patients 
  • Received
  • Accepted
  • Scheduled
  • Completed
  • Rejected
  • Read

• Click View Details to view detailed information for a specific referral from this grid.

On the Referral Details Slide-Out:

• Change the Status of the referral, if needed.
• View the Referral Timeline that shows the status change and the impact date.
• To send a message to the referral provider, enter the message and click the Send icon.
  • This ensures a two-way communication channel between the referral provider and the practice.
• To attach a document, click the Attach icon and add the documents.

Tip: Short Keys for messaging on the Referral Details modal:

• Press Enter to Send.
• Press Shift + Enter for the Next Line.

Referrals Tab

• To view the referral details of a patient, select the referred patient from the Patient List on the left.
• The Patient Summary and Attachments of the selected referral will be displayed at the centre of the screen.
• To view the referral document, click Download Referral Document.

On the Referrals page:

• Change the Status of the referral, if needed.
• View the Referral Timeline that shows the status change and impact date.
• To send a message to the referral provider, enter the message and click the Send icon.
• To attach a document, click the Attach icon and add the documents.

Note: A red dot on any of the referral entries on the Patient List indicates that a message from the referring provider is unread.

Manage Permissions

Watch this video for a quick walkthrough.

To enable Permissions for Referral Tracker,

• Navigate to the System Menu > select Practice Settings > Administration > Profiles.

• Click Manage Permissions for the intended profile.

• Select Referrals.
• Under Referral Tracker, select the Send Referral Chat Messages permission, as needed.
• Click Save.

• On the Confirm Action modal that appears, click Yes to proceed.

• A toast notification appears on the top right stating, 'Profile updated successfully'.

Practices can use this simple guide to learn how to track patient referrals using the Referral Tracker on the system.