Adding a Managed Referral in EMIS Web
To add a managed referral in EMIS Web, follow the steps outlined below. This electronic system facilitates referrals between primary care and community care organisations, improving efficiency and accuracy in the referral process.Steps to Add a Managed Referral:
- Access the Referrals Screen: Click on the EMIS Web menu, navigate to Care Record, and select Referrals. If there isn’t a patient selected, you will be prompted to choose one.
- Add a Referral: Click the Add option in the ribbon and select Standard Outbound Referral. This selection will direct you to the Outbound Referral screen.
- Complete Referral Details: Input all necessary referral information. Ensure that you fill in mandatory fields marked with a red asterisk ( * ). The referral mode will default to "Managed" when a suitable target is selected.
- Create a Referral Letter: You can either produce the referral letter immediately using a predefined template, or you can create a referral letter task for another user or team. If creating a task, the referral won't be sent until the letter task is completed in the Workflow Manager.
- Finalise and Send: Once all details are complete, confirm the referral by clicking OK, sending it electronically to the target organisation. It will appear in their Patient Administration within the Inbound Referrals list.
Managed referrals enable seamless electronic communication between healthcare providers, saving time and reducing the possibility of errors inherent in traditional paper-based referral systems.
Did You Know?
Hero Health's platform, a comprehensive solution for the NHS, integrates seamlessly with EMIS Web, offering streamlined processes such as online booking and care navigation and triage. These enhancements significantly reduce the administrative burden on healthcare staff and empower patients by providing accessible healthcare options. Learn more on the Hero Health website.
