This guide explains how to create and send a written referral correctly, ensuring you select the right patient, recipient team (e.g., Secretaries), and include all necessary details and urgency flags.
Initialisation
1. Click the "Task" icon in the toolbar.
Task menu overview
2. Task menu overview
💡 Tip: Check the following before sending:
Recipient
The correct patient is selected
The referral contains all sufficient information
The flag (urgent or not)
💡 Example referral text:
"Dear Secretaries,
Please can you forward the following referral to cardiology, thank you:
Dear Cardiology Team,
I would like to refer the following patient to your clinic for further investigation and management following his ECHO results.
The patient initially presented with ...
On examination ..
I am referring him to your clinic for management of his ...
Kind regards
Dr Max"
Proceed with Referral Creation
3. To send the Referral (Task) to the correct Team: Select the "Team" button. Double-click here and search for the Team you want: Secretaries.
4. How to set a Task as urgent (important for 2WW referrals)
5. Click Ok once happy with your Referral
⚠️ If the referral form was available but you submitted a written referral instead, Secretaries will either complete the form on your behalf (if enough information is provided) or follow up with you for any missing details.