The incoming referral will come through as a task as shown below:

Please note: You could set up a task rule if the referrals were actioned by a particular staff member/user group. If a task rule is not set up then this will come through as an unassigned Task. You would only need to set up a task rule once.

To Action a referral Task, Right Mouse click- Action (as shown below)

You will then see the details of the referral in the box below. You would then be able to Accept, Reject and/or Print the referral as shown below

If you selected Accept Referral please follow these steps

You Must complete the referral Details box as shown below with the highlighted boxed filed in

You Must Tick a Referral in reason

In order to see the full record of the patient you would need to share the patients record Out and also share the patients record in as shown below (this box will be displayed automatically)

The patients Referral has now been accepted, this automatically sends a task back to the patients GP to acknowledge the referral. You will then be able to see the list of accepted patients using the Caseload Screen as shown below (Workflow Menu bar- Caseloads or Ctrl+L)

If you selected Reject Referral please follow these steps

Please Enter the rejection Reason and press OK this will then send a Task to the referring organisation.

If you would like to see the full patients records before actioning/accepting/rejecting the referral, Please view the record and share the record using the Record Sharing Node on the Admin Tree.