Here we will review how to complete a Consultation Request when referring the patient out to another specialist.
You can become more familiar with this feature by watching this video HERE.
Consultations:
The tab for Consultations will be located on the right hand side.
To create a new referral we will click on the + for this module:
This will open a new window.
Referring Practitioner will load as the Current User or MRP of patient.
Referral Date will load as the current date. The calendar button can be clicked to select an alternate date.
Service will be selected manually from a predefined list that is maintained at clinic.
Consultant will be selected from the list available after the Service filter was set.
The contact information for the Consultant will load and display. The fax number loaded will be automatically set as the recipient if a Fax button is clicked.
You can check out this article here to review how to manage the Consultant list: Manage Consultants
Appointment Instructions can be set from a predefined list.
The text boxes for the referral need to be completed, the Reason For Consultation is entered in manually:
However, other text boxes have buttons available to pull data from the patient's eChart:
Please note that you're also able to include the latest Impression Plan:
In order to add the eye measurements, we will select an item from the first box and click the arrow button to apply it and click ADD to paste the results into the box:
Please note that you can select multiple items by holding the Shift key on your keyboard.
Next, there is an option to assign Tickler reminders:
A Tickler can be assigned to yourself to complete this task, or it can be assigned to another provider at the clinic. Clicking Send Tickler will generate the Ticklers marked off.
At the bottom of the window will be the Attachment Manager, this feature allows you to be able to add items to the referral:
To learn more about the Attachment Manager you can review: Attachment Manager
Each document, lab etc listed will have an eye on the far right so you can click in order to preview to insure you are selecting the correct item. Check the boxes of each document to select.
When you are finished with selection, click the Save button.
You can confirm these are attached as they will now be listed below Selected Attachments.
Once the information is set, one of the Submit options can be clicked to save the Consultation Request.
The last part of this process is to send the consultation to the referral practitioners office.
The Submit options are at the bottom and top of the Consultation form.
TOP
BOTTOM
Submit and Print - Though lesser used this will save and allow you to print off the consultation.
Submit Consultation Request - this will save the consultation. you want to use this if the admins staff are responsible for faxing out.
Submit and Fax - this option will do just that submit (save) the Consultation and Fax it off.
Please contact Support with any questions at help@oscarprodesk.ca