Clinics select a specific referral status once an incoming referral has been received. These can have actions assigned to them. You can select specific letter templates to be utilized for certain actions:

  • Referral Waitlisted letter template,

  • Referral acceptance letter template,

  • Referral rejection letter template.

There are three default referral letter templates available in your CHR domain: Referral acceptance letter, Referral waitlisted letter, Referral rejection letter. These templates can be customised. See Creating letter templates for more details.

Steps

  1. From the main menu, click Settings > Referral.

  2. From the General section, navigate to each section, click the arrow and select the letter template you want associated to a certain action/ status.

Section

Description

Referral Waitlisted Letter Template

Click the arrow to select a letter template to be used with the referral waitlisting action.

Referral Acceptance Letter Template

Click the arrow to select a letter template to be used with the referral acceptance action.

Referral Rejection Letter Template

Click the arrow to select a letter template to be used with the referral rejection action.

5. Click Save Referral Settings.

Updated July 22, 2021

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