Forms & Reports
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The Referral Details Sections consists of two parts - Referral Details Entry and Referral Details Grid.
The referral Details grid displays all the referrals created in the system (incoming/outgoing) and can be toggled by using the display drop down. Referral Details Entry Screen can been accessed either by clicking on Add Referral/ by clicking each row.
The referral entry screen allows users to add Referred By users from outside the organisation. The “Not an MMEx User” is specifically used for this purpose, where people can be added to the Address Book which is accessible by multi-tier organisation.
All details entered in the Referral Entry screen will appear in the Referral's Grid. Right-clicking on any row on the grid, the user can Add 'Response' for Incoming Referrals and Add a 'Record a Response' for Outgoing Referrals.
A popup appears where user can select response and enter comments for the response. If a case is linked to the referral, the title will appear in the referral else it will appear as “No Referral Content”.
When the Response is recorded, an MMEx message is send to the Referrer containing the Status of the Response, Comment and the hyperlink to the referral.
Referrals can be created from the following locations:
If the Referred by And Referred To Users are linked to the current logged-in user organisation account, those referrals will be present in this list. Basically, the user can see all referrals from organisations linked to his account. If the By and to Users are from the same organisation structure, it will categorised as an internal referral else it will display external external
Using the search filters, the user can view referral by Patient, Requester or Type. Others include Response Status filter, Organisation/User Filter, Archived/Current Filter and Category(Internal,External, All) filter, Combinations of these filters may generate a subset of referrals.Users can export it to an excel using the Export to Excel Button.
Once the details are picked or entered, the user can enter the referral details. [Note: User cannot upload files/pick documents from the picker if it is a new patient. Alert popup will be displayed to the user if clicked.]
When the form is saved, the referral details will appear in the Referral Details Section of the Patient