Issuing a Test Referral via Best Practice

 

Please note: Only Practitioner accounts with a provider number (General Practitioners, Specialists and Allied Health Professionals with their own login) can issue referrals. Practice Management accounts are only able to track or accept referrals on behalf of a practitioner. 

 

We've worked hard with Best Practice to make it as easy as possible to issue referrals via MEDrefer, but to be fully comfortable with the process before using MEDrefer with a patient, we suggest you issue a test referral.

Note: You can find our test Specialist by typing in the name "MEDrefer" and the postcode"4350" (Toowoomba).

1 - Open a Patient Record

Since this is a test referral, we suggest using a "Dummy" patient if you have one in your patient database.

 

2 - Open the Word Processor

 

3 - Open a Specialist Referral Template, or Click the MEDrefer Toolbar Button

Usually, opening a referral template will cause the Bp select addressee window to appear. If not, you can use the MEDrefer button on the Word Processor toolbar.

Note: If you're not already signed into MEDrefer, you'll see a welcome message, instead of the search screen. Click Sign In, enter the email address and password you registered with and click Sign In. You should be taken to the Search screen.

 

4 - Add the "MEDrefer Test Specialist" as a recipient 

On the "Search on MEDrefer" tab, enter a search term - for example, a specialty, special interest or condition. By default, the search location is set to your patient's suburb, with a 25km radius.   

We've included a test specialist record in the database, so you can try issuing a referral before using MEDrefer with a patient. To find the MEDrefer test specialist, search for "MEDrefer" with the postcode "4350" (Toowoomba).

 

Search: MEDrefer in 4350 (Toowoomba)

 

Click the Dr MEDrefer Specialist listing - they will be added to the position 1 of 5 in your list of selected recipients. 

 

5 - Send the Referral

Click "Send via MEDrefer" in the Word Processor toolbar. The standard Bp save dialog will be shown, where you can give your referral a meaningful name. We suggest using a "(MEDrefer Test)" prefix to distinguish this as a test referral in the patient's Correspondence Out folder. Click "Save".

You'll be shown a Confirmation screen, where you can enter a brief summary of the referral for the benefit of the Specialist's receptionist when they're booking in your patient. For this test referral, simply type "Test referral". Click "Send".

 

6 - Download the Referral Certificate and note the Referral Code.

The referral certificate is generated for you to provide the contact information of your recommended recipients to your patient. It includes the MEDrefer Referral Code, in the general form XXX-YYY which the patient provides when booking to give the receptionist access to download their referral letter.

Note the Referral Code, then click "Close"

 

What next?

Our support team will automatically accept any test referrals sent to the MEDrefer Test Specialist. If you want us to Cancel, or Reply to the referral, so you can see the status of the referral change and the Bp Inbox messages we send, simply send an email to support@medrefer.com.au instructing us to Cancel, or Reply to the referral. Don't forget to include the Referral Code.

Best Practice checks in with the MEDrefer service every fifteen minutes by default for updates to the referrals you've issued. Learn more about tracking referrals here.

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