Intake referral management

Referral received via email or paper 

Intake

1. Save received Referral to temporary location on NFC Shared Directory.
2. Open Clinical
3.  Use My Files (Cloud menu) to upload referral to your Temporary Files. 
4. In Clinical > select Open Patient icon > Search Patient.
5. Select New to add patient with minimal demographic information.
6. Select Other Clinicians tab on top right.
7. Use the Magnifying Glass to add referring GP from the Zedmed Address Book.
8. Select OK to save patient.
9. In patient Summary Views > select Incoming Documents > paperclip icon.
10. Document description to start with REFERRAL.
11. Do not link with Doctor.
12. Select Incoming Document radio button > select Mark as Complete. 
13. Batch referrals and send an email to Dr/s for review.
14. Follow current referral management process.
15. Use Notepad in Office to capture actions.

Referral received in Results Inbox

Intake

1. Referral received via Results Inbox.
2. Change Type filter to Documents.
3. Change Role drop down to <All Roles>.
4. Check the documents for Orphan results.
5. Right-click result > select Link to Possible Patient Matches….
6. Select Find Another Patient > Search patient > New.
7. Enter minimal demographic information.
8. Select Other Clinicians tab on top right.
9. Use the Magnifying Glass to add referring GP from the Zedmed Address Book.
10. Select OK to save patient.
11. Right-click Rename Referral.
12. Right-click Mark Result Complete.
13. Batch referrals and email to Dr/s for review.
14. Follow current referral management process. 
15. Use Notepad in Office to capture actions.

Doctor

1. Review referral email.
2. Indicate accept, reject or recirculate via email back to Intake.

 Intake

Accepted Referral

1. Update spreadsheet for Reception.
2. Record actions in Notepad.

Rejected Referrals and Requests to Recirculate Referral

1. Follow current process for recirculation and/or use Zedmed to send a letter to referrer:
   1. Open Clinical, search and Open patient.
   2. Quick Documents > New Letter > template.
   3. Write letter > Distribute

Reception

1. Accepted referral – follow current process - reach out to patient, send patient details form and information. All attempts to contact and actions recorded through Notepad.
2. When Patient Details received, record additional patient information in Office.
3. In Office add referral details to patient when they attend.