If you do not have fax integration and you receive an incoming referral as a paper letter that you scan and add to your TELUS Collaborative Health Record (CHR), you can manually create a new incoming referral from the Referrals dashboard.
You can also create a referral from a received fax or document in your inbox (refer to Creating incoming referrals from the inbox).
Steps
1. From the main menu, click Referrals.
2. In the top-right corner, click New Referral and select Incoming as the type of referral.
📌 Note: To create new outgoing and internal referrals, start from an encounter.
The New Referral - Incoming window opens.
3. Fill in the fields of the referral, using the following table as reference.
Field | Description |
Reason for Referral | Type a reason or select from the list of presenting issues (if configured). |
Date Added | Defaults to today's date; change it if required. |
Ordering Provider | Select who ordered the referral. Search for the provider from your Contacts or click +New provider to add a new provider.
To change the provider, click the X to the right of their name and search for or add a different one. |
Service Provider | Select who the patient will see.
To change the service provider, click the name and select a new one from the list. |
Patient Information | Select the patient. |
Attachments | Click Add Attachment and choose the document that contains the referral information. You can choose a file on your computer or a document from the patient chart. |
Status | Choose the appropriate status. |
Priority | Choose the appropriate priority. |
Required Actions | Depending on the status you chose, complete any required actions listed in this section. |
Comments | If required, type additional comments and click Leave Comment. |
4. Click Save.
Your referral is now created.
Updated December 15, 2023