L:\TRNG\EPR\Rio QRG in progress\Rio QRGs Approved\Referrals RiO QRGV2.doc 17/03/17

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RiO – Create an External Referral

Go to the patient’s Clinical Portal From the Case Record Menu panel, click Referrals

The Referrals screen will show any current or discharged referrals Click Create New Referral

Completing the Referral initiated date and selecting a Specialty Group in the Referral Details screen will display further fields Selecting a Referral Template will again display further fields

If any documents are to be added click on the + sign by Associated Documents

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Complete the remaining fields as appropriate and click Save Referral

In order that RTT details are completed, click Proceed in the Add to pathway window

Complete fields as appropriate in the Add referral to RTT pathway screen Selecting Code 10 in the Status field will start the RTT Clock Click Save

The referral you have created will now display, alongside any other current or discharged referrals

L:\TRNG\EPR\Rio QRG in progress\Rio QRGs Approved\Referrals RiO QRGV2.doc 17/03/17

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RiO – Create an Internal Referral

Go to the patient’s Clinical Portal From the Case Record Menu panel, click Referrals

The Referrals screen will show any current or discharged referrals Click Create New Referral

Completing the Referral initiated date and selecting a Specialty Group in the Referral Details screen will display further fields Selecting a Referral Template will again display further fields Select Internal Referral from the Referral Source field picklist Enter a referrer name in the Referrer field

Select Internal Referral from the Referral Type field picklist Click the Set date/time now

icon to record the current date/time in the Date & time referral received field Complete the remaining fields as appropriate and click Save Referral

L:\TRNG\EPR\Rio QRG in progress\Rio QRGs Approved\Referrals RiO QRGV2.doc 17/03/17

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RiO – Modify a Referral

Go to the patient’s Clinical Portal From the Case Record Menu panel, click Referrals

In the Referrals screen, click the Referral you wish to modify

Once you have made your amendments, click Save Referral If you wish to modify the Urgency or Waiting Status of the referral, click Referral Status If you wish to modify RTT details, click Edit RTT Pathway details

In the Referral Status screen, once you have made your amendments, click Save Urgency/Waiting Status In the Add referral to RTT pathway screen, once you have made your amendments, click Save

L:\TRNG\EPR\Rio QRG in progress\Rio QRGs Approved\Referrals RiO QRGV2.doc 17/03/17

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RiO – Transferring a Referral to another Team

Go to the patient’s Clinical Portal From the Case Record Menu panel, click Referrals

In the Referrals screen, click the Transfer hyperlink of the referral that you will be transferring

Complete fields as appropriate in the Referral Transfer screen Click Save

An Information window will display if the patient has any existing appointments An Information window will display if the patient is on a waiting list

To view the history of the referral, click the referral to go to the Referral Details screen Click Team Transfer History The history of the referral can be seen in the Team Transfer History screen

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RiO – Discharging a Referral

Go to the patient’s Clinical Portal From the Case Record Menu panel, click Referrals

In the Referrals screen, click the

To Discharge icon of the referral that you will be discharging

Complete fields as appropriate in the Discharge Referral screen Click Save Discharge Details

The referral you have discharged will display in the Referrals screen, with a salmon-shaded background