How to Create a Quick Referral

This tutorial guides you through creating a quick referral in Lutra Health, enabling you to efficiently refer a patient.

1. Introduction

Before starting, ensure you have access to the patient's record and any necessary documents for attachment.

Header image for the Quick Referral tutorial showing the topic title

2. Search for or register your patient

A referral has to be made from a patient record. If the patient has already been added on Lutra, then you can search for them. If not, then you can register them.

Screen showing search field to find or register a new patient record

3. Start New Episode

Click the Start Episode button to begin a new clinical episode.

Button labelled ‘Start Episode’ to begin a new clinical episode for the patient

4. Click "New Referral"

Select 'New Referral' as the measure type.

Option to click ‘New Referral’ from the patient episode interface

5. Select the referral condition

Select the required referral condition from the drop down list.

Dropdown list showing available referral conditions to choose from

6. Select the recipient organisation

Select which organisation the referral needs to be submitted to.

Field to select the organisation to which the referral will be sent

7. Select "Quick" as referral type

If the selected recipient organisation supports a quick referral, then the 'Quick' option will be available to select. Where this remains disabled, it means the recipient organisation does not accept quick referrals.

Option to choose ‘Quick’ as the referral type if supported by the recipient organisation

8. Select eye

Select which eye the referral relates to.

Chooser for selecting which eye the referral relates to

9. Select priority

Select the priority level for the referral from the list of available drop down options.

Dropdown to choose referral priority such as routine or urgent

10. Start Referral Process

Click Start to begin the referral process.

Button labelled ‘Start’ to begin the quick referral process

11. Complete the form questions

Complete the form questions.

Form screen where required questions about the referral are completed

12. Upload and tag any files

Any files with assessment details and images, where relevant, should be uploaded and tagged.

Interface for uploading and tagging files such as clinical images or documents

13. Add any additional assessment notes

Optionally, add any additional assessment notes in the text box. If required, there is also a field where you can add if you are referring to a specific clinician.

Text area for adding optional assessment notes including specific clinician details

14. Click "Next Step"

Proceed to the next step.

Button labelled ‘Next Step’ to proceed after completing referral details

15. Review and then click "Submit Referral"

A summary page allows you to review the referral prior to submission. If changes are required, you can go back to the previous step to make these. When you click on 'Submit Referral' this completes the process and the referral is sent to the recipient organisation.

Summary review screen with a ‘Submit Referral’ button to finalise and send the referral

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