Follow-up items and draft referrals

Referral capture is only for practices that have it turned on. Without it, you won’t see this card.

A possible referral topic

A possible referral topic shows above the note on the Note tab (at the top on a phone). It shows the quote from the visit and its transcript line, and how clearly it came up (“Clear mention” or “Passing mention”).

1. Press Review. A sheet opens with the quote and Show in transcript. SOAPsuds fills in what was said; check every field.
2. Check the details. Specialty, Reason, Requested evaluation, Send to, whether the patient agreed, and Urgency. Urgency is not set until you choose it.
3. Make your decision. Refer, Already referred, Decide later (say what you’re waiting on) or Not referring (a reason is optional).

After you press Refer

• SOAPsuds creates the referral with these details and a draft letter. If your practice has office staff, it goes to them to send; otherwise it’s in Referrals, ready to send.
• The card becomes one line with where the referral stands, plus Open referral and Add a line to Plan. Add a line to Plan types a referral line into your Plan for you to edit; the note isn’t changed otherwise.
• The letter is titled “Draft referral (unsigned)” while it is a draft. Only you can change or approve it.

Other follow-up items

Medication changes, planned tests and follow-up timing are listed under Other follow-up items. Answer each with Useful, Already considered, Not applicable or Incorrect. They never create a letter.

For office managers

Office staff don’t see this card. A referral the clinician sends on shows in Referrals as To send. See Working the referral queue.