CAT | Cumming School of Medicine | University of Calgary

Highlight the patient referral on WQ3
Click Notes
Add relevant information to explain the decision, and/or to inform Booking staff, e.g. Priority/When to book/Who to book with, etc.
Click +Add, then Close
Booking clerks will see instructions in the patient referral Workqueue Notes

Interim process, until Rural is live on Connect Care:

CAT Nurse: document on the referral:
- Triage decision = Reject
- Reject Reason = Redirected
- Comments = Redirected to ____ <e.g. Rural Diabetes>
CAT Nurse: Print referral to PDF
- Save in Current referrals folder on restricted drive > subfolder “Connect Care redirect (no eScheduler)”
CAT Nurse inform Booking that pdf has been added, and please forward to ____
Booking staff forwards referral from folder to the correct service

Select the referral from the WQ
Click Chart
Select “Quick release” tab
Select the recipient = "Me"
Select what you would like to print (eg. Referral or Notes)
Reason = “Continuity of Care”.
Click ‘Deliver’ > Print. Select:
- Printer name if you need a physical copy, or
- Adobe PDF, or
- Microsoft Print to PDF
Click 'Print' again
Save the referral as LastName.FirstName.ULI (e.g. Smith.John.123456789). Save file in 5. CONNECT CARE REDIRECT TO ESCHEDULER subfolder in CAT folder
Email Booking that this patient file has been added to the folder so they can create a waitlist on e-scheduler

Work Queue columns can be customized using the wrench at the right.
Free text notes to help sort referrals can be entered into Notes > New > Summary.
Referrals can be filtered/sorted based on "Reason". The following reasons are available:
- 24 hour blood pressure monitoring
- Diabetes
- Endocrine
- Endocrine hypertension
- Endocrine Studies
- Familial Hypercholesterolemia
- Metta (need to request)
- Osteoporosis
- Thyroid cancer
- Transgender Related Consultation

Diabetes Educators Calgary Charting Guidelines