🚨 Important: This feature is currently in Beta testing, and will be rolled out soon.
I have been sent an in-group, how do I view it?
If you are part of a multi-site or enterprise group, other practices within your group can send you referrals. When in-group referrals are sent, the receiving practice can access the patient record and referral details, in order to support their continuing care - even if you did not previously have access to that patient. The receiving practice will also receive an alert via the 'Patient referrals' report, letting them know a referral has come in.
If your practice receives a referral from another in-group practice, and you get access to a patient:
The patient will now appear in searches
An orange label will be visible (next to their name in searches, and at the top of their patient record), confirming they are referred
The patient's original location will be displayed (next to their name in searches, and at the top of their patient record)
This makes it easy to see that the patient is not part of your normal registered patient list, but is referred and fully visible.
You will need to keep the status of the referral updated, so the sending practice can see the progress of the referral, and can communicate this to the patient if needed.
📝 Please note: If your practice already had access to the sending site's patients (because of your permissions), the patient will appear normally, without the referral indicators.
You can access the patient in the same way you would any other patient. To view the referral, navigate to their chart and click 'View referral' on the relevant treatment plan.
View all your received referrals in the 'Patient referrals' report.
💡 Top tip: In order to receive referrals from other in-group sites, at least one practitioner at your location must have recorded at least one specialism.