This covers:
- Selecting the referral
- Viewing or downloading the documents
- Progressing to the next step
- Referral dashboard timeline update.
1. Select the referral in the referral dashboard
Select a referral by searching for the patient's first name, surname, reference number or NHS Number. Note: The referral reference number on the email confirmation note will be sent to referrers once we have processed their email.
2. View or download the documents
You can either view documents from the referral dashboard, or under the menu section on the left-hand side, by clicking on ‘Documents’. This is where you can view the email and any referral forms submitted as attachments with the referral.
The title, date and document type (e.g. email attachment, email body) are specified here. You can also preview or download the documents. The icons for this are highlighted below.
3. Progress to the next step
Once an email referral and the associated documents have been reviewed, you can progress the referral to the next step on the referral dashboard as shown below.
Progressing to the next step involves clicking the relevant step under “Move forwards” as shown in the below screenshot. You need to explain why you are taking this action.
4. Update the referral dashboard timeline
Once a referral has been moved to the next step, this will appear on the referral dashboard timeline. For example, you can now see the referral is under “Clinical awaiting more information” below.
Comments
0 comments
Please sign in to leave a comment.