The referral navigator guide

The referral navigator guide



This guide will provide users a comprehensive overview of patient information and actions you can take to update or amend records. The referral navigator dashboard displays the patient's demographics and referral details.

Lock or unlock a referral

The padlock icon on the right-hand side enables the user to lock a referral whilst reviewing and editing it. Once completed, the user should unlock it. If the referral remains locked, colleagues will not be able to make any updates until it is unlocked.

Image: Padlock icon


Referral Details Form

This section will load the referral form and the user will be able to view the details on the received referral form as read-only.

Image: Referral Details Form section

Referral contacts

In this section, the user can add a new contact or remove/edit an existing contact.

Image: Contacts button

 

Select 'Referral Contacts' from the left-hand menu.

To add a new contact, select 'Add Contact', enter the details, and select 'Save'.

To remove or edit an existing contact, select the Contact, and then select 'Remove Contact' or 'Edit Contact'. Make the amendments and select 'Save'.


The related referrals section shows the user a list of all related referrals that have been created for this person. In the Discharge tab, the list of related referrals will list the referrals related to the discharge event.

Image: Related referrals section

Documents

In this section, the user can view the list of documents that have been added to a referral. Tick the document you would like to view, and the referral form will load in the viewer on the right-hand side.

Image: Documents section


NotesPlease Note:  The 'Generate Documents' functionality is used to generate letters from templates added to RIVIAM. This functionality is configurable and may not be used by all customers.

Last five documents

The last five documents section will list any documents that have been produced or uploaded as part of this referral.

To view the referral itself, you can do so as follows;

  1. View the referral document in the document viewer tab.
  2. Download the referral as a PDF to your device.
  3. Open the referral PDF on another page.

Show timeline

By selecting this section, the user can see the timeline of events. This can include new referrals created, the referral being progressed to the next step and any activities recorded during the management of the referral. By selecting the arrow on the timeline event, the user can see the additional notes added by referrers.

Image: Time line event

Patient Warnings


Patient Warnings provide immediate visibility of critical conditions and support tailored, timely care. Authorised users can add or remove Patient Warnings as needed. A warning can be added from the referral navigator using the ‘Add Patient Warning’ button in the right-hand menu. When selected,
a new modal window opens. The user must choose a warning type (each one will have a representative icon), include a note and confirm.
Image: Warning modal
Once added, the warning icon will appear in the referral header and in the Warnings section.
Image: Patient warnings

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