Excelleris Emergency Department Referrals

the upcoming phc cst go live on will be impacted by the new incoming electronic referral messages from excelleris, which will be implemented nov 16, 2019 this will only affect specialists this change will be supported in profile build 8 4 52 configuration in organization/preferences/referral , the enable auto form for signed transactions checkbox must be checked workflow (clinical and admin) once the electronic referral message gets imported and creates an unsigned transaction in the document file location and referral category, it gets assigned to the provider in work centre/unsigned transactions , the provider reviews the referral letter and signs the transaction this creates the referral and a new inward referral window opens the provider can enter additional information if necessary and then clicks save & close to save the referral and close the window in work centre/referrals , the moa views the referral, including the referral letter, and follows the referral management process alternative workflow (admin only) the alternative workflow closely matches the current inward referral process where referrals are scanned, signed and managed by the moa, and providers do not review referrals in unsigned transactions this workflow requires additional configuration configuration the moas managing referrals need the following two role actions granted in their profile in organization/people & places or under their role in organization/roles sign clinical transactions special\show unsigned transactions the moas need to be added, either individually or as a group in organization/people & places/provider’s profile/grants under the sign incoming clinical transactions grant if desired, providers can edit their unsigned transactions filter to not display referrals, by opening the transactions list filters window and unchecking the referrals checkbox in the categories panel in the default filter and saving the change workflow in work centre/unsigned transactions, the moa views and signs each referral assigned to the provider each time the referral is signed, a new inward referral window opens note the first time the moa opens work centre/unsigned transactions , the moa can adjust an existing filter to only display referrals by selecting a filter in the transactions list filters window and unchecking all the checkboxes except referrals in the categories panel if necessary, double click referrals in the views list to make that filter the default the moa adds the required details and clicks save & close in the inward referral toolbar to save the referral and close the window in work centre/referrals , the moa continues to manage the referral hot tip the moa can enable work notifications for unsigned transactions in organization/preferences/general/work notification by checking the unsigned transactions checkbox