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.
From the main menu, click Settings > Referral.
From the General section, navigate to each section, click the arrow and select the letter template you want associated to a certain action/ status.
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