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A referral is another practice asking your clinic to see someone. A connected app can send one for a client. It waits for you, and you decide what happens next: take it on, turn it down, book the visit, and mark it done. This is not the clinic referral programme (inviting other clinics to ClinikEHR), the Referred by source on a client, or the antenatal and postnatal referral in the maternity module. It is also separate from Outside care team, which lists the doctors a client names.

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Add a referral to your list

A referral a connected app sends does not appear on the client’s record yet. It waits in Review outside data, marked From an outside system, showing the service asked for, the reason and its code, the priority, when it is needed by, a summary and who sent it.
1

Open Review outside data

Select Review outside data on the Clients or Patients page. The button shows how many items need you, referrals included.
2

Add it

Select Accept, then Add referral. Any member of staff can do this. It adds the referral to your list as Received. It does not accept the referral or book anything: you decide that next.
3

Or decline it

Select Decline, write why, and select Decline again. The reason is kept with the decision and the sender can see it.

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Work the referrals that need you

Open Review outside data and select the Referrals to action tab. It lists every referral that is Received or Accepted, with the one needed soonest at the top. Urgent ones are marked. The same actions are on the client’s own record, under Referrals, which also keeps the finished ones. A Completed, Declined or Cancelled referral cannot be reopened. If two people open the same referral and one acts first, the other sees a message that it has already moved on, and the list refreshes. Any member of staff can take any of these steps. Every one is recorded in the audit log with who did it and when. The reason you write is kept with the referral and is not written into the audit log.

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Check it worked

Leave the page and open the client’s record. Referrals shows the referral with its new status, the person or department it was handed to, and the booking if you chose one. Select Details for the rest of what the sending practice told you.

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Good to know

  • A sender cannot decide for you. A connected app can correct a referral or take it back only while it is Received. Once you have accepted, declined or booked it, it can no longer change it.
  • Your reason stays private. The reason for a decline or cancel is shown to the app that sent the referral, and to no other.
  • You can export referrals. Referrals is an option when you export your data.
  • Restricted clients. A referral for a client restricted to assigned staff is visible only to the people who can open that client.

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If something goes wrong

The button appears only when something is waiting, whether an outside item or a referral to action. With nothing waiting it is hidden.
Someone else got there first. Close the message: the list refreshes and shows where the referral is now.
Both need a reason. Write one, up to 2,000 characters.
You see a message and Try again, never an empty list, because an empty list would say there is nothing to do. Select Try again.
Your clinic requires two-factor sign-in before you can change a record. Complete it and try again.