02Record Creation & Document Upload

Purpose

Getting the patient and all their paperwork onto the system before contact begins.

Procedure

1. Create the patient profile on the system.
2. Upload the referral itself.
3. Upload the inbound referral email.
4. Upload the acknowledgement email sent out.
5. Upload all supporting documents received with the referral.
6. Confirm the record is complete before the patient is worked for contact (03).

Fields recorded

Patient profile created · referral uploaded · inbound email uploaded · outbound email uploaded · supporting documents uploaded · Semble ID

Notes

• The Semble ID generated here is carried through to the ICB coding tab (26) for billing.

Flowchart