Diabetes Educators Calgary Charting Guidelines
Sending Referrals/Consults
Sending a referral
- To DIP (Diabetes in Pregnancy) or between DIP sites
- To another Connect Care department (e.g. Obstetrics)
- To an external referral entity (e.g. Ophthalmology)
- To our Psycho-social team
Refer DCC patient to DIP or Transfer Between DIPs
1. Transfer to Another DIP before the First Encounter
- Use the Re-direct process:
- Open patient on WQ 3
- Edit Triage.
- Change to Redirect.
- Select the department you’re redirecting it to, e.g. “CGY FMC Endocrinology DIP”
2. Clerical Process: Transfer to a DIP Clinic after the First Encounter
- Use “Patient Lookup” to find the patient.
- Create an “Orders Only” encounter.
- At the bottom of the chart, click “Add Order”.
- Type in “Amb Ref Diab”
- Select “Ambulatory Referral to Diabetes in Pregnancy” > Accept
- Fill in required fields:
- By provider = the physician who originally referred
- To dept = CGY <site> Endocrinology DIP
- Reason = one of the following, as appropriate
- Preconception care
- Gestational diabetes
- Pregnancy and type 1 diabetes
- Pregnancy and type 2 diabetes
- Add comments as indicated to assist with triage.
- Accept
- Click Sign Orders at bottom right.
- Order mode = Transcribed from Paper
- Ordering provider = the physician who originally referred
- Authorizing provider = the physician who originally referred
3. Clinician Process: Transfer to a DIP Clinic after the First Encounter
- Open a patient encounter. If necessary, create an “Orders Only” encounter.
- At the bottom of the chart, click “Add Order”.
- Type in “Amb Ref Diab”
- Select “Ambulatory Referral to Diabetes in Pregnancy” > Accept
- Fill in required fields:
- By provider = the educator making the referral
- To dept = CGY <site> Endocrinology DIP
- Reason = one of the following, as appropriate [Preconception care, Gestational diabetes, Pregnancy and type 1 diabetes, Pregnancy and type 2 diabetes]
- Add detailed comments to assist with triage (e.g. “Type 1 Diabetes seen at DCC, now intending on getting pregnant within the next year”)
- Accept
- Click Sign Orders at bottom right.
- Order mode = Per professional scope
- Ordering provider = the educator making the referral
- Authorizing provider = the educator making the referral (OR ‘External – Allied Health’)
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"]