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:

  • Waitlisted letter template,

  • Referral acceptance letter,

  • Referral rejection letter.

These letters 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

Did this answer your question?