Manage referrers, staff, and users

Some information about referrers comes via incoming messages, but you will need to manually enter their contact details and result types.

  1. Click Referrers.
  2. Enter an identifier (GMC number), surname or forename.
  3. Click Search.
  4. Select a referrer from the results.

  5. Select EMAIL from the Preferred Communications drop-down.
  6. Enter the main email address.

    7. You should also enter a second email address for use when there is no response to the first email within a set time.

  7. Select EMAIL from the Preferred Communications (NR - Non Response) drop-down.
  8. Enter the NR email address.

  9. Select Result transfer options: the type of results this referrer would like to receive.
  10. Click Save.

Warning:

New Referrers and Referral Sources must be created via Cris Tables Setup. Communicator should only be used to add email addresses and result types.

Note:

When Communicator sends results, it looks for email addresses in the following order:

  1. Referrer and Referral Source Link email
  2. Referral Source email
  3. Referrer email

Communicator sends results to the first available email then, if there is no response within a set time, the NR (No Response) email.

If no email addresses are recorded, Communicator sends an error message, which will appear in the Error Log.

Tip:

Download our Referrer contact details (pdf) or Referrer contact details (docx) form which details all the information a referring clinician needs to give to the Cris administrator.

  1. Click Referral Sources.
  2. Enter an identifier (site code) or name.
  3. Select a referral source from the drop-down.

  4. Select EMAIL from the Preferred Communications drop-down.
  5. Enter the main email address.

    6. You should also enter a second email address for use when there is no response to the first email within a set time.

  6. Select EMAIL from the Preferred Communications (NR - Non Response) drop-down.
  7. Enter the NR email address.
  8. Click Save.

Note:

When Communicator sends results, it looks for email addresses in the following order:

  1. Referrer and Referral Source Link email
  2. Referral Source email
  3. Referrer email

Communicator sends results to the first available email then, if there is no response within a set time, the NR (No Response) email.

If no email addresses are recorded, Communicator sends an error message, which will appear in the Error Log.

  1. Click Referrer Links.
  2. Enter a Referral Source (site code).
  3. Enter a Referrer (GMC number).
  4. Click Create New.

  5. Select EMAIL from the Preferred Communications drop-down.
  6. Enter the main email address.

    7. You should also enter a second email address for use when there is no response to the first email within a set time.

  7. Select EMAIL from the Preferred Communications (NR - Non Response) drop-down.
  8. Enter the NR email address.
  9. Click Save.

Note:

When Communicator sends results, it looks for email addresses in the following order:

  1. Referrer and Referral Source Link email
  2. Referral Source email
  3. Referrer email

Communicator sends results to the first available email then, if there is no response within a set time, the NR (No Response) email.

If no email addresses are recorded, Communicator sends an error message, which will appear in the Error Log.

Example:

Dr Watson works at Priory Road Hospital for most of the week. His email address linked to Priory Road is watsonjh@prioryroad.com.

Once a week Dr Watson has a clinic at Healthcare Hospital. Healthcare Hospital's email address is clinic@hss.com.

If Dr Watson sends a referral from Healthcare Hospital, Communicator will send results to clinic@hss.com. He may not have access to this email account.

You must create a link between Dr Watson and Healthcare Hospital, with an email account he can access: watsonjh@hss.com or watsonjh@prioryroad.com.

  1. Click Patients.
  2. Enter a Patient ID (any patient number held on Cris).
  3. Click Search.

    4. Warning:

    You can edit patient details in Communicator but they will be overwritten by the next incoming message with information from Cris. Remember to update information Cris or PAS / HIS as soon as you can.

  4. Scroll down to view the patient's events.
  5. Click an event in the table to see event details.

    6. Warning:

    You can edit patient events in Communicator, but the information will be overwritten by the next incoming message from Cris. Remember to update information via Cris or PAS / HIS as soon as you can.

    Example:

    If you are unable to access Cris, and an appointment reminder message is due to be sent out imminently, you may edit details to ensure the message is sent to the right email / phone number.

Typing, reporting and verifying staff are automatically created from incoming result messages from external systems.

The staff type code is taken from the event type.

There is generally no reason to manually change this data.

  1. Click Users.
  2. Click Create New.
  3. Enter names and a password.
  4. Select EMAIL from the Preferred Communications drop-down.

    5. OR

    Select SMS from the Preferred Communications drop-down.

  5. Enter the email address.

    6. OR

    Enter the mobile phone number.

  6. Select a role from the drop-down.
  7. Click Save.

Role Has access to
Administrator Coded Values, Referrers, Referral Sources, Referrer Links, Staff, Summaries.
Designer System Settings, Listeners, Message Handlers, Mapping Actions, Scripts, Partitions, Event Types, Remote Systems.
Log Viewer Error Log, Inbound Message Log, Notification Replies, Notifications Sent, Notifications To Send, Outbound Message Log, Results Sent.
Patient Data Viewer Patient (also requires Administrator). Note: It may be possible to see patient data in other areas, such as in the error log.
Report Viewer Results Awaiting Ack and Results Not Sent.
Security Administrator Users (and ability to grant any permission to any user).
Type Setup Patient Notification Types, Result Types, Summary Types.