The referrals & correspondence module is where referrals, outbound letters are created and stored and referrers (or members of the care team from outside organisations) are recorded.
To access the referrals module drill down on a patients record . Once in the patient record click on the ‘Referrals/ Correspondence tab on the left side menu
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To record a referral received click on the small + Record referral highlighted in the red box below .
This will open a page in a new window . Fill in the fields on this page including referral type and referral date. Expiry Date and date of issue automatically calculate based on the referral date but can be overwritten. To add a referrer click on the...
The correspondence module enables you to create and send letters out of CareZone. To open the correspondence module select the Referrers/Correspondence (1) tab on the left hand side menu whilst in a patient record. When the page opens click on + Create Letter (2)
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To add a referrer click on the ‘Referrers’ tab (1) on the top or the referrals/correspondence page. To add a new referrer click on the + icon on the grid (2). The grid will expand out to reveal the red lookup button (3). This will open up the referrer database
The referrer database can be using name, organisation, role, region or address. These are cumulative searches so the more fields you search on the...
What is Record Sharing?
This is an optional function in EpiSoft that allows one organisation to share patient records to another organisation using EpiSoft.
Common use-cases include:
a) A practice using EpiSoft wants to refer / prescribe patients for treatment delivery in a hospital which also uses EpiSoft
b) A hospital using EpiSoft wants to share the treatment outcomes of their patients with...
The ‘Is primary referrer’ checkbox drives functionality for the correspondence module (primary referrer data element) as well as certain reports. A primary referrer is the usually the referring GP.
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If the referrer you are searching for in the Referrer lookup is not found you can create a referrer. Click on the Create Referrer button highlighted in red below .
The Create Referrer page will open in a new tab. Fill in the fields at the top of the page, you will then need to associate...
The new rich text editor for letter templates has some quirks that you need to be aware of when creating templates. This is a third party tool we have licensed so the third party will need to fix any issues that are found.
EpiSoft can resolve issues with parameters and anything outside the working "Word" style section of the page (above and to the right of the letter template creator is in EpiSofts purview to fix and we will notify third party of any in the letter module itself).
Below is...
To create a new letter for a patient in Episoft, you go to the patient’s record, then in the menu on the left, click on ‘Referrals/Correspondence’.
Then click ‘Create a letter to send’. See below:
The letter template you’ve selected will open and you’ll be able to edit it to your needs. It has formatting that draws information from...
Purpose
This article is intended for staff which prepare and send correspondence about a patient to their care team.
After reading this article, you should know how to:
1. Upload specialist letters to My Health Record
2. Upload treatment cycle summaries to My Health...
Purpose
This article is intended for View Health - chemo@home referrers and their practice managers which are registered with their "EpiSoft" eReferrals system.
After reading this article, you should know how to:
1. Search for an existing patient
2. Create a new...
