Collaborative Health Record (CHR)

Overview of the referral functionality in the CHR

Referrals

Referrals dashboard (list)

Searching for and filtering referrals

Viewing patient referrals

Updating patient and referral data from a referral

Cancel and archive referral that were created in error or are no longer needed

Cancelling referrals

Ingrid Spence

Sarah

Alex MacNeil

Settings, incoming, outgoing, eReferrals and waiting lists. 

Create and track incoming referrals from other providers

Incoming referrals

Track and manage incoming referrals from the referrals dashboard

Managing incoming referrals

Create referrals from a received document in your inbox

Creating incoming referrals from the inbox

Manually create new incoming referrals from a scanned document you received

Creating incoming referrals from a received file

Easily add new patients from incoming referrals

Adding new patients from incoming referrals

Notify the referring provider with a letter indicating your acceptance, rejection, or waitlisting of the referred patient

Sending referral acceptance/rejection/waitlist letters

Sending forms to ordering providers from referrals

After you accept an incoming referral, book an appointment for the patient

Booking appointments from referrals

Customising patient referral notifications

Create and track outgoing referrals to external providers or internal providers within your clinic

Outgoing referrals

Create and send outgoing referrals to providers outside of your clinic

Creating external referrals

Create and send internal referrals to providers within your clinic

Creating internal referrals

Track and manage outgoing referrals from the referrals dashboard

Managing outgoing referrals

eReferrals

Creating an eReferral (for patients and outside providers)

Configuring your eReferrals

Customizing the text on your eReferral portal

Use waitlists to manage patients waiting for appointments

Waitlists

Creating waitlists for your clinic

Use waitlists to help manage your incoming referrals

Referrals

Referrals

Referrals dashboard (list)

Searching for and filtering referrals

Viewing patient referrals

Updating patient and referral data from a referral

Cancelling referrals

Incoming referrals

Outgoing referrals

eReferrals

Waiting lists

Referral settings