Diabetes Educators Calgary Charting Guidelines

• To another Connect Care department (e.g. Obstetrics)
• To an external referral entity (e.g. Ophthalmology)
• To our Psycho-social team

• 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.

• 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.

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"]