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Overview

Sending a referral

Sending referrals and reports electronically allows the recipient to get them within seconds of it being typed.

There are two ways of sending a document using the Explorer client.

Using an existing letter

The first is an extension of how referrals are currently written. Meridian uses The Explorer uses the Windows Clipboard, a feature common to all windows application to transfer information from existing referral writer applications to the Explorer.

To copy a referral written in Notepad or any other text editor to the windows clipboard choose the select all option from the edit menu or use the keyboard and press ctrl Ctrl + A.

The full document will appear highlighted. To copy the selected contents of the referral to the clipboard, select Copy from the Edit Menu or use the keyboard and press Ctrl + C.

 

The contents of the text document are now on the Windows Clipboard. Once the Referral contents are on the Windows  clipboard, the regerral referral can be sent using meridian. bring Meridian back to desktop Explorer. Open the Medical Objects Explorer, and from the create Create Document menu select capture document from clipboard Capture Document from Clipboard.

 

Alternatively, Click the capture from clipboard icon on the toolbar.

The following window will appear.

Image Modified

 

By having RE: and DOB: listed somewhere in the document, The explorer Explorer has already entered the appropriate information in the field. You can enter the recipiant recipient in the top right hand box, and select your provider number from the From drop down box within th the Report details  Details area. When you are ready to send, Click OK.

 

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