Guide to referral types

Referral types are presets for referrals you frequently receive for particular funders. Selecting a referral type automatically adds in the referral details, saving you the effort of having to enter them one by one. By managing your referrals for you, referral types are a time-saving feature that optimises your workflow with greater speed and ease.

Overview

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Image: Example of a referral type (click to expand)

A referral type is a template for referrals you frequently use. It can standardise:

  • Referral period: The length of time the referral is valid for.

  • Expiry date: The last day of validity for the referral. This is automatically determined when you enter the referral start date and if a referral period is set.

  • Limit and Coverage: The time, monetary value, fee types, or number of appointments covered by the referral.

  • Fees: The fee/s to link to the referral type, which automatically adds the referral to any patient appointment booked with the linked fee.

  • Clinical Tools or Templates: Any clinical tool or template to link to the referral type, which is automatically added to the patient's clinical notes whenever you make an appointment using the referral type.

When you add a referral under a patient claim and select a referral type, all these details are automatically filled out or generated for you.

Halaxy provides preset referral types that you can import, or you can create your own.

Tip

If a referral has no referral type, Halaxy will apply the referral to any appointment that uses a fee under that funder. Referral types allows you to specify exactly which fees should be used for a particular referral rather than just any fee under the funder.

Import and select an existing referral type

Halaxy's global database contains a broad range of preconfigured referral types based on different funding bodies and your profession.

To import and use an existing referral type, follow the steps below.

  1. Open the patient profile and click the Funding tab.

  2. Under Claims & Referrals, open the relevant claim by clicking the plus icon then click Add Referral.

    Referrals-02.png
  3. In the pop-up, for Referral Type, start typing the funding body's name.

    Referral-Types-02.png
  4. A list of preset referral types appears in a dropdown. Select a referral type in the dropdown to import and select it.

  5. Fill out the rest of the form details as needed, such as Referrer, Date and Recipient.

  6. Click Save.

Create a new referral type

You can can create your own customised referral types in two ways:

    1. Click Finances > Fees, then click the Referral Types tab.

    2. In the top right, click Add Referral Type.

    3. For Referral Type Lookup: If you want to create a new referral type by modifying the details of an existing one, enter the referral type name to import its details. If you want to create an entirely new referral type, leave this blank and proceed with the rest of the form.

      (For information on the form requirements, see our related guide: Guide to the Add Referral form.)

    4. Click Save.

    Your new referral type is saved and now available to select when adding referrals to patient claims.

    1. Open the patient profile and click the Funding tab.

    2. Under Claims & Referrals, open the relevant claim by clicking the plus icon then click Add Referral.

    3. For Referral Type, type the name of your new referral type. In the dropdown, click Add as a new referral type.

    4. In the pop-up, fill out the details for your new referral type.

      (For information on the form requirements, see our related guide: Guide to the Add Referral form.)

    5. Click Save.

    Your new referral type is saved and imported into your Add Referral form.

Edit a referral type

  1. Click Finances > Fees, then click the Referral Types tab.

  2. In the list, click the referral type you want to edit.

  3. Make the relevant edits.

  4. Click Save.

Your edits are applied only to new referrals that use this referral type, and do not apply to existing referrals.

Delete a referral type

  1. Click Finances > Fees, then click the Referral Types tab.

  2. In the list, click the referral type you want to delete.

  3. In the top right, click Delete Referral Type.

  4. In the pop-up, click Delete to confirm.

The referral type is delete and can no longer be selected for use.

Caution

Deleting a referral type cannot be undone. You will not be notified whether it has been linked to existing referrals or not.

Updated

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