
Diabetes Educators Calgary Charting Guidelines
Sending Referrals/Consults
Sending a referral
- To another Connect Care department (e.g. Obstetrics)
- To an external referral entity (e.g. Ophthalmology)
- To our Psycho-social team
To Another Connect Care Department
- Use the "Order" box at the bottom of the patient chart.
- No need to type in the exact name, (e.g. "ref to obstet" will work for Obstetrics) then <Enter>
- Select 'Internal Referral (To Connect Care Department)'
- Fill in the rest of the details.
- When signing the order, search for and select the authorizing provider.
To an External Referral Entity
- Use the "Order" box at the bottom of the patient chart.
- No need to type in the exact name, (e.g. "ref to ophth" will work for Ambulatory Referral to Ophthalmology) then <Enter>
- Select 'Outgoing Referral (To Non Connect Care Provider/Location)'
- Fill in the rest of the details.
- When signing the order, search for and select the authorizing provider.
- A document is generated, which can be sent to the referral entity via RightFax.
To our Psycho-Social Team
For staff still using Soprano:
- Continue to use the Psycho-social referral in Soprano.
- Fax to ourselves, as usual - clerical will create the CC referral, and attach your notes.
For staff using Connect Care:
- Click on "Add Order" at the bottom of the patient chart, type "Amb ref diab" then <Enter>. In the window that opens, select "Ambulatory Referral to Diabetes Education".
- The following window opens:

- By Provider = Yourself OR “AHS, Provider”
- To Department Specialty = Endocrinology
- To Department = “Calgary Zone Endocrinology CAT”
- To Provider: leave blank
- Reason = “Psychosocial assessment” [Pro Tip: Type “1770” then tab]
- Add Comments as appropriate.
- Click 'Accept'
- Click 'Sign Order' at the bottom right.
- Order Mode = Per Professional Scope
- Ordering Provider = the provider making the request.
- Authorizing Provider = You [OR if not allowed, “Provider-AHS” or "Provider not in system"]