Creating Referral Letters for CUES/MECS

Introduction

This is a guidance page for creating referral letters for CUES and MECS on Opera.

Completing Clinical Notes

The 'Clinical signs, symptoms and observations' text box - highlighted below - should be populated with the following details:

  • History and symptoms
  • Clinical findings
  • Treatment plan
  • Advice given
  • Follow-up arrangements

Referral Letter Information

Information to Note

  • Referral letters and outcome reports are now streamlined into a single-page summary
  • You do not need to attach a separate referral letter
  • All information you want the hospital to see MUST be entered in the 'Details for referral letter box', highlighted in red outline in 'Creating a Referral Letter' below
  • The 'Details for referral letter to hospital/GP' are the only clinical notes added to the referral letter generated
  • Content entered in 'Clinical signs, symptoms and observations' is automatically duplicated into the referral section
  • The duplication may not include all relevant detail or the appropriate structure as required for the referral - ensure this is review before submitting
  • Information added to other free text boxes will NOT be visible.
  • The only other information available to the practitioner will include:

- Referral for Action/For Information

- Patient Details

- Optical Practice details

- Assessment date

- Consultation outcome

- Preliminary diagnosis

- VAs

- Any medication recommendations

- Patient factors

When completing the 'Details for referral letter to hospital/GP' bow above, ensure the following are clearly documented in the referral box:

  • Final diagnosis
  • Clinical concerns/specific questions
  • Advice given to the patient
  • Required urgency (Same day/Urgent/Routine)

Creating a Referral Letter

1. When selecting referral to GP or HES as the assessment outcome, information included within 'Clinical signs, symptoms and observations' text box will be duplicated here:

2. The 'Details for referral letter to hospital/GP' must be updated with the relevant information required for the receiving practitioner to triage and determine next steps required, and urgency:

Information to Note

  • The 'Details for referral letter to hospital/GP' are the only clinical notes added to the referral letter generated
  • Information added to other free text boxes will NOT be visible.
  • The only other information available to the practitioner will include:

- Referral for Action/For Information

- Referral urgency ( If the referral is noted as same-day, you must note down that you have given a copy to the patient)

- Patient Details

- Optical Practice details

- Assessment date

- Consultation outcome

- Preliminary diagnosis

- Visual Acuity

- Any medication recommendations

- Patient factors

Below is an example of an urgent referral generated from the information

Referring to the HES & GP

  •        If you need to do a referral to a GP as well as HES referral you will need to complete the ‘GP action’ section at the bottom of the page
  •        This will send the report to the GP with a notification of the HES referral AND an action for the GP (e.g. Cardiovascular check)
   

Referring to the GP only

  •        If you select ‘refer to GP’ as the outcome, it will show ‘Referral for GP action’ at the top

Example Referral Letter

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