Contact Referrals

 

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Create professional referral letters using your practice referral templates and maintain a complete referral history for every contact.

 

 

 

Overview

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The Referrals page keeps a complete history of every patient the contact has been referred.

Rather than manually creating referral letters, Practice Master uses your Referral Word Template (configured in the Administration area) to automatically create the document with the patient's details, your practice details and the selected contact's details already merged into the document. You simply complete the clinical information before saving or sending the referral.

Every referral remains linked to both the contact and the referred patient, making it easy to locate previous referrals from either record.

 

Common Tasks

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The following common tasks can help you get the most out of this screen:

 

Create a new referral

1. Click Add Referral.
2. Select the practitioner or organisation from the Contact Browser.
3. Your Referral Word Template opens automatically.
4. Complete the body of the referral letter.
5. Save the document.

 

Open an existing referral

1. Double-click a referral in the list.
2. The original referral document opens in Microsoft Word.
3. Edit, print or email the document as required.

 

Find previous referrals

1. Use the search box to filter referrals by practitioner or organisation.

 

 

Screen Reference

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A detailed description of various screen elements:

 

Search

Filters the referral list as you type, making it easy to locate referrals for a particular practitioner or organisation.

 

Referral List

Displays every referral created for the current contact together with the referral date and the referred patient.

Double-click any referral to reopen the original Word document for viewing or editing.

 

Add Referral

Opens the Patient Browser where you select the patient you are referring to the contact.

Once selected, Practice Master automatically creates a referral document using your Referral Word Template with all available patient, practice and contact details already merged into the document.

 

Right-click Menu

Right-clicking a referral provides additional actions including:

• Open the referred contact.
• Email the referral to the patient.
• Email the referral to the patient's nominated GP.
• Email the referral to the referred practitioner.
• Create a blank email with the referral already attached.
• Save the referral document externally.
• Convert the referral to PDF before emailing or saving.

Email options automatically open the Compose Email window with the recipient already selected and the referral document attached.

 

 

Tips

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Helpful tips for this screen are below:

 

Referral history is available from both records

The corresponding Contact Record also maintains a Referrals page, allowing you to view every patient that has been referred to that contact.

The Patient Record shows every practitioner or organisation that the patient has been referred to.

This two-way relationship makes it easy to review referral history from either perspective.

 

Configure your referral template once

By including patient, practice and contact merge fields in your Referral Word Template, most referral letters can be created in seconds with only the clinical content needing to be completed.