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How to add details of a referral back to the clinical system

This shows you how to add the details of a referral back to EMIS or SystmOne, so you can document details on the clinical record.

Written by Sonja Gebhardt
  1. Make a referral (document referral or marketplace referral)

  2. Go to the 'Client Record' tab

  3. Click on the referral by selecting it from under 'Past events' in the 'Client Record' 👇

  4. Select 'Send to clinical record' 👇 this will then turn purple

  5. Add SNOMED codes ✍️ (optional) by ticking the check box next to the relevant code ☑️

  6. Press 'Save' or 'Save and send'

  7. You have added the referral to the clinical system! 🎉


Video Walkthrough

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