Managing Referrals
Referrals track requests to other services, specialists, or departments. The referrals view shows all referrals grouped by status.
How to Get There
Open a patient record and navigate to Clinical Record > Referrals.
Referral List
Referrals are displayed in two groups:
- Active - open referrals awaiting completion
- Closed - completed or cancelled referrals
Each referral row shows:
- Service/specialty with a colour-coded priority badge
- Reason summary (truncated)
- Referred to and referred by (clinician names)
- Location and date authored
Click a referral to open the detail sidebar.
The sidebar shows full referral information:
- Service, specialty, and priority
- Status badge (Active or Closed)
- Reason summary
- Recipient contact details (name, title, specialty, organisation, email, phone, address, registration body)
- Referring clinician
- Date authored
- Linked consultation (if created during a consultation)
- Linked documents
Timeline
The referral timeline tracks:
- Creation event with author
- Status changes (from/to status, date, author, note)
- Document linking events
- PDF sharing events
Actions
- Close Referral - opens a dialog with a closure reason dropdown
- Generate PDF - create a shareable PDF of the referral
- Edit - reopen the referral form for changes
- Copy referral ID - copy the identifier to clipboard
Tip: Use the timeline to track the progress of a referral. Each status change is recorded with who made the change and when.