Sometimes we want to refer the same patient more than once. Caredove allows this to happen by saving the registrant's information from the original referral and transferring it to the next referral.
Watch the process 👇
How to Begin the Refer Again Process
1. Navigate to the Referral Inbox.
2. Find referral of choice.
3. Select the three-dot button on the right side of the referral and select Refer Again.
This will open a pop-over asking if you want to Refer Again, you have three options: select favourites (1) to refer to your favourited services, select internal referrals (2) to refer internally, or select yes (3) to refer elsewhere.
NOTE: Alternatively to using the three-dot button, you can view the Referral Information Page and select Refer Again. When you are in the Referral Information Page, you can always navigate back to the referral inbox by selecting the Return, Done or X buttons.
If you Select Favourites (1)
How to Refer Again using Favourites:
After selecting Refer Again, navigate to the Home tab.
From here, select the Favourites tab on your dashboard.
Select Refer on the service of choice.
Select Refer Now and continue into the referral form.
When asked to Extend Consent - select Yes and continue going through the referral form. The patient information will have copied over.
Select Finish and the referral is complete.
If you Select Internal Referrals (2)
How to Refer Again using Internal Services:
A pop-up will then appear wherein you can select the relevant service.
Then, you'll select the preferred appointment date and time (or refer without booking if preferable).
This will bring you to the referral form, where you'll be asked to Extend Consent. Select yes and continue with the referral form.
You may have to reselect eligibility criteria (if it exists). Then you can select Next to see the rest of the form. Here, the patient information will be pre-filled out based on the initial referral.
Select Finish and the referral is complete.
If you select Yes (3)
A blue bar will appear along the top of the page, indicating you are ready to refer this client on to the next referral.
How to Refer Again using a Search Site:
After you have selected Refer Again, navigate to the Home page.
Select search site of choice from your dashboard.
From the search site, you can select the appropriate service for the client and select either Book Now or Refer Now.
You will be asked to Extend Consent - select yes and continue with the referral form. The patient information will have copied over.
Select Finish and the referral is complete.
How to Refer Again using the Calendar:
After selecting Refer Again, navigate to the Calendar.
You can either find an appointment by searching for a provider or for a service.
Select appointment time and select Book.
You will be asked to Extend Consent - select yes and continue with the referral form. The patient information will have copied over.
Select Finish and the referral is complete.