Referral Status Templates

The Referral Status Templates preference is used to record a list of referral status templates in the system. These are found when viewing a lab or clinic referral. The choice of values are selected using an autocomplete or dropdown list.

Location

The table of Referral Status Templates will display the code, name, and status for the referral status template.

Configuration

When adding or editing a referral status template, users are presented with the below form to complete. Always press Save in the bottom right-hand corner of the browser after adding or editing a referral status template.

Code (Required, Unique)

A unique code for the referral status template. This can be the same as the name but must be unique throughout the entire system.

Name (Required)

A name for the referral status template. It is advisable to keep this unique.

Referral Discipline

This drop down allows a single Referral Discipline to be added to the Referral Status Template. This will limit the Referral Status Template to referrals with the matching Referral Discipline.

Referral Type

This drop down allows a single Referral Type to be added to the Referral Status Template. This will limit the Referral Status Template to referrals with the matching Referral Type.

After Ordering

A dropdown to select the status that the referral will be set to after it has been ordered.

Referral Opened Status

A dropdown to select the status that the referral will be set to when it is opened.

Closed Status

A dropdown to select the status that the referral will be set to when it is closed.

Reported Status

A dropdown to select the status that the referral will be set to when it is reported.

Report Authorised Status

A dropdown to select the status that the referral will be set to when the report is authorised.

Referral Transitions

This table allows multiple Referral Transitions to be added to the Referral Status Template. This will limit the Referral Status Template to referrals with a matching Referral Transition. This particular example of “Mark as appointment booked” can be seen in the example above.

From Status

A dropdown to select the status that the referral will be transitioning from.

To Status

A dropdown to select the status that the referral will be transitioning to.

Limit To Role

A dropdown to select the role that the referral transition will be limited to.

Name/Label

A name for the referral transition. It is advisable to keep this unique.

Button Colour

A colour for the button that will be displayed in the referral status template. This can be any valid CSS colour.