If your clinic accepts referrals, you can configure the TELUS CHR to prompt you to send a TELUS CHR patient app (UpPatient) invitation when an incoming referral is set to a certain status (see Enabling patient app (UpPatient) invites to be sent when an incoming referral is set to a certain status).
When you update a referral's status to the status configured with the patient app invite (for example, to Accepted), a button appears, allowing you to send the patient app invitation in one click.
1. Open the patient's incoming referral:
a) From the main menu, click Referrals.
b) Select the Incoming folder.
c) Click the referral to open it.
2. In the Status list, select a status that has the patient app invite activated.
3. Under Required actions, click the Send button under Send a patient app invitation.
4. Select each checklist item to verify the patient's information and delivery method for the invitation, and then click Send Invitation.
The patient receives a text message and/or email (depending on the delivery method you selected), with a link to download and register for the patient app. See For patients - Creating an UpPatient account.
Updated October 31, 2022