Initiate the referral wizard
1. Click the Communications icon in the patient toolbar (the little orange arrow) to initiate the referral wizard.
2WW referrals
2. The referrals wizard opens — from here select Suspected Cancer.
3. Click the appropriate 2WW referral form. In this example, we will complete the suspected breast cancer form.
Document Generation
4. Click "Write Now" to generate the referral letter.
Optional: sign into Microsoft with your NHS email
5. If this is your first time, you will need to sign into Microsoft to access the referral form using your NHS email.
6. Click here to sign in.
Complete the form
7. The form should load.
⚠️ Ensure you complete all the mandatory sections!
8. Double-click to check a box. In the menu that opens, change "Default value" to "Checked".
9. Click "Ok" to accept the changes — the checkbox will now be checked.
10. Repeat for each checkbox: double-click the box, change "Default value" to "Checked" in the menu.
11. To add text to the form, double-click where you want to add text. Enter the text (e.g. reason for referral) in the "Default text" box.
⚠️ Go through the form and complete all mandatory boxes!
12. Ensure performance status is recorded!
13. If the patient is being referred to the cancer pathway, you must disclose this sensitively to the patient.
Saving and Sending the referral
14. Once complete, click "Save for Future Editing" — this is in case the Secretaries need to make amendments before processing.
15. Click "Accept".
⚠️ A task will automatically appear prompting you to send a task to the Secretaries for processing. Make sure it is sent Urgently!