User guide

Blue Chip Training Guide Page 23 of 193
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Blue Chip Training Guide
4. Type in the patient’s surname and press tab to enter their name into the patient field.
5. Select the type of appointment to be made from the dropdown list.
The new referral can be added at the time of appointment (see steps below) or on the day of
the appointment when the patient arrives for their consultation.
6. As there is no current referral, click the down arrow icon to the right of the dialogue
box and click Add
7. Select the Practitioner to whom the referral is addressed
8. Type the surname of the referring doctor in the dialogue box then press the [Tab] key.
If the doctor is already entered into the system, their name will automatically be inserted.
If referring doctor has a surname identical to another doctor, a screen will present itself and
allow the correct doctor to be chosen (see over).