Overview

This guide will explain how to send a referral using the Medical-Objects Explorer (Meridian).

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

1. The first method is an extension of how referrals are currently written. The Explorer uses the Windows Clipboard, a feature common to all Windows applications 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+ A.
    
   
   
   
2. 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.
    
   
   
   
3. The contents of the text document are now on the Windows Clipboard. Once the Referral contents are on the Windows  clipboard, the referral can be sent using Explorer. Open the Medical Objects Explorer, and from the Create Document menu select Capture Document from Clipboard.
    
   
   
   Alternatively, Click the Capture From Clipboard icon on the toolbar.
   
   
   
   The following window will appear.
    
   
   
   
4. By having RE: and DOB: listed somewhere in the document, The Explorer has already entered the appropriate information in the field. You can enter the recipient in the top right hand box, and select your provider number from the From drop down box within the Report Details area. When you are ready to send, Click OK.

Creating a letter within the Explorer