Summary Views Referrals

When you open a patient in clinical, Summary Views will appear on the lower left. You do not need to start an encounter. The Referrals Summary View shows referrals grouped into Pathology, Radiology and Letter.

The status of each referral is indicated as follows: Red icon= Open referral | Green icon = closed referral.

Edit a referral letter (versioning)

Versioning is a feature that the practice can enable to ensure a history of all changes to a referral or letter is retained. When versioning is enabled, a new referral or letter is created when a change is made. Requires Zedmed v37 or later. 

To modify a CDA or Referral letter, right-click the letter and select Create New Version. An editable copy of the referral will open with a version suffix (v2, v3 ...). 

•   Versioned referrals are displayed using a tree structure. 
•   With versioning enabled, a new referral/letter will be created with a v1 suffix by default. 
•   Delete Document can be given a time limit by the practice.
•   A new document version can be created from any version of a document, it does not have to be the latest. So if you have v1, v2 and v3, you can            create a new version of v2

Attach a document

Right-click options

• Right-clicking a Letter gives you the options: View, Edit, Delete, Change Referral Status or Reprint Referral Request.
• Right-clicking a Pathology or Radiology referral gives you the options: Change Referral Status or Reprint Referral Request.

Deleting a Pathology or Radiology referral

You can delete pathology and radiology referrals within the Referrals module by opening the current encounter on the day of that encounter (up until midnight) then selecting right-click > Delete.

Reprint a referral

To reprint a referral:

1. Select the Referrals tab in Summary Views.
2. Check that the printer contains the correct paper.
3. Right-click the referral.
4. Select Reprint Referral Request.
5. Select the print options.
   To send the referral electronically, select Send electronically to all electronic recipients.
   To print the referral, the Print Document box must be selected.
6. Select OK to action your selections.
   

Outbox Viewer

The Results Outbox Viewer makes it easy to see all of your outgoing messages and review what has been sent, queued, received successfully, cancelled or failed.  To learn more, see the Outbox viewer guide.

Icon definitions

 The Summary Views Documents and Referrals tabs contain saved and completed referrals, and actions can be performed based on the referral's status.

• Blue text means the document has not been uploaded to My Health Record
• Black text means the document has been uploaded to My Health Record

Icon	Meaning	Key right-click options
	Zedmed | Open referral waiting for a response	Change Status | Reprint Referral Request
	Zedmed | Closed referral	Change Status | Reprint Referral Request
	MHR |  Draft (saved ) - still being worked on	Edit (Reopen) | No Consent to upload
	MHR | Processed - blue/black text = upload status	Remove from My Health Record | Resend to Recipients
	MHR | Approved (Complete) - to be manually sent	Send to My Health Record | Send to Recipients