From the ERMS Online Menu, you can select ‘Received Referrals’ to review all referrals you have been sent.
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By default, the Received Referrals screen will be open up with the ‘Facility View’ (1) & ‘Requiring Action’ (2) filter active.
This will show all unprocessed referrals requiring action.
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Note: ‘My View’ will only display those Referrals where the referrer has specifically selected you as the Service Provider person to receive the referral.
Unopened referrals are highlighted in bold.
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Note: If the referral is intended for a specific person and another user opens it, the bold highlight will remain.
Once you select a referral, you can view the history of the request and a preview of the PDF.
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Once you understand the referral, you must Accept’ or ‘Decline’ (1) it
Then add ‘Provider Notes’ (2)
And ‘Confirm’ (3).
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If you are finding this workflow too cumbersome, and want a simple way to quickly accept referrals, reach out to us and we can enable the ‘Express Accept & Download’ feature for your Facility.
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