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Overview

When using your word editing program, Make sure your templates have RE: and DOB: included. Having the RE: and DOB: acronyms in your template this will enable the Medical-Objects Referral Client to automatically fill in the patient details and date of birth for you. Keep in mind that both RE and DOB need to have ":" at the end for this method to work correctly.

For this example, Medical Directors Letter writer application was used.

  1. To send the template or letter to the referral client, Use Ctrl + A then Ctrl + C keys to select all, and then copy.



  2. The referral client will recognise the template, and will pop up a large "M" on the screen (usually in the bottom right corner). 


     
  3. Double click the "M" icon to open the referral window shown below.


     
  4. Select the Lookup Provider icon shown above.
     
  5. Enter the first few letters of the surname of the doctor that you wish to send the report to, then press Enter. 


     

  6. A list will be displayed showing the doctors in our system that matches your request. 

     

  7. Once you select the provider to send to, You will be asked if you wish to sent the referral now. 



  8. If you wish to send the letter to more than one provider or make any further changes, select No. Otherwise proceed to step 15.
     
  9. Back on the main screen, click on the Advanced checkbox in the top right hand corner. This will open the following panel down the bottom of the referral client window. 



  10. You can select the letter type from the dropdown box on the left hand side - GP Referral  or Patient Summary. 


     
  11. You can also add more than one recipient to the letter by selecting the green "+" button on the right. It will open another Provider Lookup window exactly like the ones selected in step 5 and step 6.

  12. To remove a provider from the list, Select it and click the red "-" button. 

  13. Click the button highlighted in the image below to send the referral.


     
  14. Verify the report is okay, and then select Yes to send. 


     

  15. You will be required to enter the passphrase for your Medicare Individual PKI token. If you are not using a token, You can choose Send Without Signature. 


     

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