Referrals track requests to other services, specialists, or departments. Each referral records the service, priority, and clinical reason.
How to Get There
Open a patient record and navigate to Clinical Record > Referrals.
Creating a Referral
- Click Add Referral
- Fill in the details:
- Service / Specialty -- the service or specialty being referred to (SNOMED coded)
- Priority -- choose the urgency level
- Reason -- a summary of the clinical reason for referral
- Referred to -- the specific provider or department
- Location -- the referral destination
- Save the referral
Priority Levels
When creating a referral you choose one of two priorities:
| Priority |
Use when |
| Routine |
Standard non-urgent referral pathway |
| Urgent |
Expedited review is needed |
Referral Details
Each referral shows:
- Service and specialty
- Priority with colour-coded badge
- Status -- tracks the referral through its lifecycle
- Reason summary
- Referred to and referred by (clinician names)
- Date authored
- Location and contact details
Actions
- Resend -- prepare the referral and send it to the receiving service
- Cancel -- cancel the referral
- Create referral document -- generate a formal referral letter linked to this referral
Tip: After creating a referral, generate a referral document to send a formal letter to the receiving service. The document will pull in referral details automatically via merge fields.
Viewing and downloading a referral letter
Open a referral from the patient's Referrals tab. From the referral drawer you can:
- View letter — opens the referral letter as a full-page document.
- Download — saves the letter as a PDF for sharing outside Jump.
- Create letter — if the referral doesn't have a letter yet, this opens the document editor pre-filled with the referral's recipient, patient and clinical details.