Referral Management

Patient referrals require a number of administrative tasks to be completed. The referrer must decide where the patient is to be referred, prepare the required correspondence and possibly book the referral slot. The referred clinician will then need to create/transfer the patients record in their systems, make appointments and then correspond with the patient and the referrer.  


Our Medical System improves the efficiency of the referral process whatever method is used:

>  Enhanced Manual Methods  The formal exchange of letters and patient details. Even using this method, the process is much more efficient as all the required correspondence can be produced automatically and printed from the system. In addition, the correspondence could be exchanged electronically, via protected emails.

 E-Referral Methods Information about the receiver and the format of information they expect is stored within the system. When making the referral, the required information is automatically transferred into the receivers information system for processing. This method can also be extended to use the NHS “Choose and book” and “E-Referral System”.

 Correspondence Templates – Letter templates can be created for all types of letters used in the referral process. Each template defines the patient information that should be printed. When making a referral for a patient, the time taken to produce correspondence is drastically reduced, while maintaining the correspondence quality.

Our Medical System records key referral information and in addition can be used for:

 Recording Of Data  When making or receiving a referral, key information is recorded, such as patient details, referrer details, other clinical specialists involved, condition description, codes and key dates.

>  Episodes of Care The referral can be used to start an EOC or to be included within an existing EOC.

>  Waiting Lists  The referral can be used to start waiting list calculation or to be included within an existing waiting list calculations.

>  Specialist Data – Additional specialist data can be collected at the referral stage, where required by the referred clinician.


Referral process simplified – Any part of patients record and treatment history can be automatically extracted for the purpose of making referrals.

Communication process simplified – Patient, clinicians and administrators can all be communicated with using standard letters, alerts and emails. .

Elimination of duplication – No need to retype or re-enter the relevant patient data on forms or in other systems.

Accuracy – A well maintained referral record ensures that all documents and reports produced from the systems should be accurate and auditable.

Episodes of Care – Each referral can either initiate and EOC or be part of and EOC in progress, and both, the referral and EOC can be costed.

Waiting Lists – Each referral can start or be appended to a waiting list.

Security – Access to the referral and all related information is controlled through high levels of security, which not only limits access to the system but also what the user is allowed to see.