Write a referral letter

Write a referral letter to a specialist. The letter can be printed or sent electronically to an addressee using secure messaging. With Zedmed v36.5 and later, you can securely send the referral to the patient using SMS or Email (ideal for telehealth).  

Secure messaging requirements:

  • Zedmed supports the Argus, HealthLink, Medical Objects and Promedicus secure messaging services.
  • The practice distributing the letter must be set up with the same secure messaging service as the recipient.
  • The recipients must be set up in the Clinical Record Address Book with the secure messaging service they use.

To write a referral letter:

  1. Start an encounter with the patient.
    For a detailed explanation of how to do this, see the Start an encounter article.
    When the encounter starts, the Current Encounter pane will open and display the clinical modules.
  2. Select Referrals from the Current Encounter menu.
    This will open the Referrals screen.
  3. Select the Referral letter tab.
  4. Select the Search icon to open the Address Book Search screen.
  5. Add an addressee from the practice Address Book or HealthShare. You can set your preferred default.
    Address Book 
    Contains practice-defined addressees, which can be set up for secure messaging. To learn more, see the Address Book guide.
         a) Enter the specialist's family name into the Name field and select Find.
             You can view all the recipients available by selecting Find and leaving the Name field blank.    
         b) Double-click on the specialist's name to add them as the Addressee.        
    Healthshare Directory (Zedmed v36.3.3 or later)
    Printed referrals for specialists and allied health providers. For detailed instructions, see our HealthShare guide.
          a) Type in the Practitioner name, Practice name or Specialty name.
          b) Select one of the results displayed to add it as an Addressee.
  6. Use the Copy To field if you want to cc another practitioner.
  7. Check the Document template is correct.
    If the required template is not the default, select the magnifying glass to locate it.
  8. Use Letter Subject to add an internal description to the referral. This text will not be included in the referral itself.
  9. Select Write Letter.
    Some templates may prompt you to respond to dialogues before opening the referral.
    Send as CDA/eReferral: This option creates the referral using a CDA form, which allows you to upload the referral to the patient's My Health Record. To learn more, see the CDA letter guide.
    The referral will open with the details filled in. 
  10. Type in any required information.
  11. If you want to attach results:

    1. Select View > DataToolbar.
    2. Expand the section called Extra Clinical Data.
    3. Double-click Documents, Images or Incoming Documents. 
      The selection depends on how the results were received by Zedmed.
    4. Select the result you want to attach.
      Note: PDFs are not supported.
    5. Click OK and the selected item will be attached to the letter.
  12. If you want to add clinical information:

    1. Select View > DataToolbar.
    2. Locate the clinical information by expanding the categories.
    3. Select a space on the referral letter.
    4. Double-click the information you want to add.
      If the option you selected has no information, nothing will be added.
  13. Additional options.
    Auto Text can be selected from the Tools menu and allows you to add pre-written text to the letter.
    The PDF icon on the top right will export the letter as a PDF.
  14. Sending the referral letter
    You can now print the letter out for the patient or send it to the addressee via secure messaging (Argus, HealthLink, etc)
    For telehealth or patients who may need an electronic copy, you can also Securely Send the referral to the patient.
    Print the referral
        a) Select File >Save from the top menu.
        b) Select Close.
        c) Check that the printer contains the correct paper.
        d) Select Print Referrals and review the print options.
        e) Select OK.
    The referral will be saved in Summary View > Documents > Referral Letters.

    Send to addressee using Secure Messaging (Argus, HealthLink, etc)
        a) Select File > Distribute.
        b) Select Yes when prompted to save the document.
        c) Check that Send electronically to all electronic recipients is selected.
        d) Select OK.
            Use the Outbox Viewer to see your sent secure messaging messages.
    Send to a patient using Secure Send
    Secure Send (Zedmed v36.5 or later)  uses email or ZedSMS to send a referral to the patient or NOK Account Payer using a  link to a secure download page. To learn more, see the Patient FAQ and dedicated Secure Send guide.
    a) Select Secure Send.
         The Secure Send button will open the Send screen for the referral in the Today's Referrals section.
    b) Review the Send dialog.
          •  The title will show the referral's details.
          •  Select Recipient Email or Recipient Mobile, depending on the patient's preference.
          Additional recipients can be added using a comma.
          Caution - if an incorrect email or mobile number is used, the unintended recipient will be able to access the documents.
    c)  Optional: Copy To Mobile or Copy To Email fields using the Clinical Addressbook.
          To remove a CC: use right-click > Remove. The HealthShare directory is only available for email delivery.
    d)  Select Send.
          A message will display that includes the text 'Delivery successful'.
          The patient will receive a link to download the referral, which will be useable for 7 days.
          To view the patient's steps, see the  Secure Send guide.
          'Template not found' will appear if the referral addressee does not have the Zedmed pathology or radiology template.