Managing Web Referrals

The ITOCH dashboard opens on the Referrals page, as displayed across from Viewing. To view your Service Requests, you must change to the Requests page. Do so by clicking on the drop-down arrow and clicking on Requests. Your Service Requests will... Read More

How to link a Service Request to an existing patient record To determine if this patient exists in PathWays, click on +Start Assessment In the window that opens, scroll to the bottom of the information displayed. If a Possible Patient Match exists... Read More

 If no record is returned as a Possible Patient Match, after clicking on +Start Assessment, you must start a new patient record.  In the window that opens, click on +Create Patient. 3. A new patient record is created using the information... Read More

Once the Service Request has been converted into a referral, it must be updated to Completed on the Request dashboard. Do so by opening the request, by clicking on the tile. Then click on Complete. In the window that opens, add a comment if... Read More

To deny or refuse a request, it can be Terminated in PathWays. To do so, click on the Terminate button. In the window that opens, add a comment if appropriate and click Continue. The tile will update to a grey TER label, indicating it has been... Read More

Although there is no write-back functionality with a Service Request, comments can be added to a request to capture communication relevant to the request and will be viewable by other ITOCH team members. This is done from the Comments tab.  Then... Read More

To create a referral upon acknowledging this Request, click on the Edit Client button. A referral form will load which has been pre-populated with the information sent through with the Request. **Please note - the Triage tab is for view only... Read More

Web referral processing including guidance for duplicate records guide, has been attached as a document to this article Read More