Referral Tree Overview

Referral Tree Overview

What is the Referral Tree?

As part of our Professional subscription service, Primary Care IT offer the option of Document Management. To aid in the process of document management, users will receive the Referral Tree protocol which will store fully optimised document templates that have been imported and tested in EMIS. These forms are optimised to pull across patient data from the patients record as well as from clinical templates designed to capture and embed crucial information to help speed up and streamline the referral process to save critical time. 

What are the benefits of the Referral Tree?

  • Standardisation of forms across at PCN/CCG level, for practices this means they will all be using the same forms and actively referring with the most up to date versions.
  • Optimisation of all forms (to ensure all possible merge fields are included to save critical time when making the referrals).
  • Updated monthly/if urgently needed to ensure everything is always up to date and current.
  • Protocol is completely customisable with sections; we can also store contact details for referral services without a form.
  • Provide documents as standard (Certificate of Bravery) and the printable Document Lists.

How does the Referral Tree work?

The Referral Tree is launched via the OneLaunchers. If you do not have the OneLaunchers, the Referral Tree protocol can be added and launched directly from the F12 protocol list to make it easily accessible from anywhere within EMIS Web.
All referral forms will be fully optimised by Primary Care IT. This is to ensure as much information is automatically merged into each document template.
Categories for the referral forms will be decided upon getting the Referral Tree protocol installed (examples of these are shown below), these options are fully customisable and options can be added, removed and changed when needed. 




Practices can suggest categories if they wish. If practices are in the same locality (PCN, CCG, etc), they will have the same categories and referral forms.
The user selects a category which then loads a list of all the forms available in the category. For example, the image below shows forms in the 2WW Urgent section.









The referral will be coded in the patients' records for audit purposes.

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