---
title: Excelleris Emergency Department Referrals
slug: portal-sub/excelleris-emergency-department-referrals
docTags: 
createdAt: 2026-03-04T12:03:20.145Z
---

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.

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# 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.

1. 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.
2. The provider can enter additional information if necessary and then clicks **Save & Close** to save the referral and close the window.
3. 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

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:::WorkflowBlockItem
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
:::

:::WorkflowBlockItem
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.
:::

:::WorkflowBlockItem
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.
:::
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## Workflow

1. 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.
2. The MOA adds the required details and clicks **Save & Close** in the Inward Referral toolbar to save the referral and close the window.
3. 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.