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Add a Referral within Client Details The information captured in Bp Allied about a referral is entirely upto the business entering in the information. However, if the referral information is to be included in an Invoice then it would seem prudent to capture the Referrer, Referral Date and the Referrers Provider Number.
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Add Click + to add a new Referral
Current Referral tick box There is now an option for whether ONE or multiple referrals can be selected as current for a client. Because of the increase in multi-disciplinary practices it has become necessary in some cases for a client to have more than one referral.
If Allow Multiple current referrals is NOT selected , then the following will occur:
There can be only ONE Current Referral
When the
Current Referral box is ticked then this is the trigger that will attach it to an appointment by default
If Allow Multiple current referrals IS selected , then the following will occur:
There can be only more than one
Current Referral
The referral with the latest
Referral Date that is also ticked as a
Current Referral will attach itself to an appointment by default
Referral Details Select Referral Reason and Referrer from the drop down list
If the appropriate reason or referrer are not in the list then these can be entered in via System >
Data Maintenance > Referral Reason or Referrers.
Enter in any additional details required
Enter in the Referral Date or select the drop down arrow and choose the date from the calendar
Tip: If the referrer is not displayed in the drop down list click the
Duration Details Fill in the duration details as required:
Three types of referral durations can be managed:
Duration in months
Once the
first appointment is attached to the referral, the
Referral Expiry Date is calculated.
A notification is displayed when adding an appointment within 30 days of the expiry date.
Duration in visits
Duration (No of Visits) and
Quantity used can be displayed within the
appointment information on the Appointment Book Screen
A
notification is displayed when adding an appointment if there are no sessions available to be booked.
Indefinite
Checking
Referral Indefinite disables to the two referral duration options.
Ref Indefinite is displayed in the Appointment information on the appointment book screen
Identification numbers Enter in an identification number if required
Claim / Order No can be displayed on an Invoice if required
Save Click the tick to Save the Referral
Delete Click the - to delete the selected referral e.g. If the record says 1 or 6 then record 1 will be deleted.
Customise the view Click on the layout images to change the way the cards are displayed.
Cards are always displayed with the most recent card first.
Click on the Spanner to customise the fields that are displayed within the Referral entry form.
The options in here have been disabled.
Missing from this screen shot Other HP's to copy referral to - Note any additional Health Practitioners to copy the referral to here. This can be merged into a Letter
Notes - Add any Notes required here
Referred by Client - If the Client has been referred by another Client the referring Clients name can be entered into here.
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arrow next to the drop down to refresh the list.
