To create a managed referral from within a consultation using EMIS Web, follow these steps:
Accessing the New Consultation Screen
- Start by accessing the New Consultation screen in EMIS Web.
- Click the EMIS Web menu, navigate to Care Record, and select Consultations.
- If you haven't selected a patient, you’ll need to find one using Patient Find.
Initiating the Managed Referral
- From the ribbon, click Add and select your preferred consultation style.
- Complete the consultation properties as required.
- Within the new consultation, press R and choose Standard Outbound Referral.
- Fill in the necessary referral details on the Outbound Referral screen. Selecting the referral target will default the Referral Mode to Managed.
- Ensure all mandatory fields are completed. If any are left incomplete, a warning icon will appear.
Creating and Sending the Referral Letter
- In the Referral Letter field, you have two options:
- Create Now: Select a letter template, populate it with relevant details, then Save and Send.
- Create Letter Task: Assign the task to a team or user for them to complete later.
- Click OK to send the referral to the target organisation, where it will appear in their Inbound Referrals list.
- If you've assigned a letter task, sending will occur post-completion of the task in Workflow Manager > Referral Management.
By using Managed Referrals, you enable a seamless communication pathway between primary care and community care settings, reducing the dependency on paper-based methods and enhancing the speed and traceability of the referral process.
