What is the context?
Meddbase is designed to handle a wide range of referral types, making it a versatile solution for managing patient care pathways. Whether your organisation needs to receive external referrals, send referrals to external providers, or manage internal referrals within your practice, Meddbase accommodates these processes seamlessly.
External referrals can be sent to other organisations, ensuring patients receive the necessary care outside your practice. Similarly, internal referrals enable efficient coordination among consultants and clinicians within your organisation. By advertising referral types and managing consultant availability, Meddbase ensures referrals are handled accurately and efficiently.
What is the purpose of the article?
This article explains how to configure Meddbase to:
- Receive external referrals from other organisations.
- Manage internal referrals within your organisation.
- Enable sending referrals to external providers.
How to set up your chamber to be referrable
In order to receive a referral electronically, you must first advertise the types of referrals your company can receive, together with the consultants who can deal with the referrals. This allows users of Meddbase within primary care centres to locate your company and select the consultant they wish to refer to.
Search for your company using the Start Search bar, then click on your company name to access your company record. The search will start once you begin typing your company name, so there's no need to press Enter.
Click 'Company details' to begin editing the company details.
- Make sure 'Referable' is ticked.
- Set a referral contact. By default, this will be the first contact in the company's contacts list. If you haven't added any contacts, you will need to add one first by clicking 'Contacts' on the company record page, then 'New Contact'.
- Set one or more referral specialisms. To do this, click 'Modify', then use the specialism picker to add the specialisms relevant to your practice. The specialisms here will be the specialisms published to the referrer when searching.
Click 'Save' to save your changes.
If you wish to allow clinicians to refer directly to consultants, you must now register the consultants as Meddbase users (see registering consultants to receive referrals). This is particularly useful if the referrer is looking for the consultant by name, as by registering the consultant, they will appear in the search results:
Referring out of Meddbase
If you wish to send emailed referrals out of Meddbase, to another healthcare provider, you would need to have that company set up in your chamber, and follow the above instructions to make the company referrable.
- Make sure 'Referable' is ticked.
- Set a referral contact. By default, this will be the first contact in the company's contacts list. If you haven't added any contacts, you will need to add one first by clicking 'Contacts' on the company record page, then 'New Contact'. This will be the main point of contact.
- Set one or more referral specialisms. To do this, click 'Modify', then use the specialism picker to add the specialisms relevant to your practice. The specialisms here will be the specialisms published to the referrer when searching.
Review date
This article was last updated on 13th January 2025.