Referral source

Referral sources may be either consultant clinics, GP practices, dental practices, or trusts. Ensure that they are set up in the Referral Sources table before you create their associated Referrer Locations (places within a source, for example the Emergency Department within a hospital). You can filter the list by SHA (area), type, code, or name. Cris contains the national dataset which is regularly updated, but you may occasionally need to add a new referral source yourself.

  1. Click Tables Setup.
  2. Select Places > Referral Source.
  3. Click the New button.
  4. Complete the fields as shown below.
  5. Click the Save button.
  6. Click the Refresh Table button.
Referral Source
Field Description
Code Enter the national code for this referral source.
Name Enter the referral source name.
Address Enter the referral source address.
Post Code 1 and 2 Enter each section of the post code in a separate field.
Type

Press the F4 key and select from the options.

Referral source type is defined in System > Normal Tables > CRISRST.

SHA Enter the SHA code or press the F4 key and select from the options.
Telephone Enter a telephone number for the referral source.
Send EDI

Enter "Y" to enable transmission of results to this referral source (GP) via the Electronic Desktop Interface. Not enabled by default.

PCT Enter the PCT / CCG code.
Group If more than one referral source is to be included in a statistics report, enter a group code in this field for each Referral Source in the group. This can be any two character combination.
End Date Enter an end date if required. After this date the referral source will no longer be selectable, but it will continue to appear in legacy data.
National Code Not required.
Fax Legacy field. Not required.
Send Fax Legacy field. Not required.
Email Not required.
Courier Legacy field. Not required.

Warning:

You should contact your Trust IT Help desk, or Prime Contractor Help desk, before making any changes to shared tables. Customers with support contracts can contact us directly.

Note:

When amending a Referral Source you should only make changes to the Name, Group, or End Date. If you want to change the code, we advise that you end date the old Referral Source and create a new one.

Tip:

We recommend clicking Tools > Refresh Tables after editing system settings / tables to ensure that all changes are applied.

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System Administration: Places