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
From the main menu, click Settings > Referral.
From the General section, for each action/status (acceptance, waitlist, rejection), select the letter template you want associated to that action.
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. |
3. Click Save Referral Settings.
Updated July 22, 2021