Patients with more than one open referral

  

How can a patient have more than one referral?

By default, all patients will have one referral assigned to them. If a staff member accidentally selects "[None Assigned]" in the referral drop-down list and then hits "Create" (see below figure), this will create a new regular referral for the patient. At this stage, the patient has two open regular referrals.

 

 

What is the implication of having more than one referral?

When a patient has more than one open regular referral in ABC, the system does not know which referral to assign to the patient, and therefore won't assign any and will leave the decision to the staff. When the staff scans this patient THCI barcode and uploads they will receive the "No referral for patient x" error message, which will prevent them from submitting the session until the problem is resolved.

 

 

 

How can I resolve this error?

When a staff member gets the above error, there are two ways to fix it.

1. If there are only two referrals for the patient, close one of the referrals in the session editor -> referral viewer and assign the other referral to the patient.

  • Choose the referral with an earlier date from the list of referrals.

 

  • Close/finalise the referral and then assign the referral with a later date to the patient.

2. If there are more than two referrals, you may wish to close the open referrals in bulk via the Maintain Referrals page. Please note that it is more effective if the manager does this, as he/she can filter to all referrals opened by any staff members under the department. Search for all open referrals for the specific patient.

 

 

Close all referrals except for the latest referral for the patient, making sure there is only one referral left open for the patient.

When you have only one referral left, ABC will automatically assign this referral to the patient the next time you see him/her.

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