Following a referral appointment, a report will be available on your management referral dashboard. Once logged into your account records of on-going referrals will appear under results, if referral has been discharged it will remain on the section for 60 days before the housekeeping feature will archive the item.
When looking into on-going referral it is important to note the status, as this will give the user an indication of how to proceed.
- Referral sent to Occ Health – Referral submitted to OH, pending matching
- Matched to Patient – Record has been accepted into COHORT system (Triaging process)
- Appt Booked – As implied an appointment has been booked (refer to ‘appt status’ for more details)
- Attendance update– Ditto as above (The ‘appt status’ will inform as to whether the appointment has been attended or DNA’d)
- Response in Progress - Indicates that a response from Occupational Health is available (The referral also remains open for possible further appoints in the future).
- Closed and returned to originator with response - As above, however, the case has been discharged and no further appointment is likely to be booked.
- Closed by Administrator– Can relate to referrals that have been discharged due to a number of DNA’d appointments or if the referral is unnecessary
In addition to the statuses listed above the system will also provide icon indications of when an update to a referral has been made, and this is shown as an exclamation mark to the left of the individuals’ name.
Should you have the appropriate status listed above, you can view the report by highlighting the tick box located to the left of the individuals’ name, once selected please click on the view icon at the bottom right of the web page. This will re-direct you to the referral details scroll down pass the original referral to ‘response created’ and click on the text itself to expand the area and reveal the response from occupational health.
Further still below the response will be file attachments.