Referral documents now carry a proper name and tags, so your team can see what each file is at a glance.

How It Works

• On the client's Referrals tab, each referral document shows its name, when and by whom it was added, and its tags. Actions are icons: View, Download and Edit details.
• Edit details renames the file and adds tags. Assessment, Consent and Form are always suggested, along with your practice's existing tags, and you can type a new one.
• Downloads save under the new name and keep the file type, for example "GP referral – Dr Daniel Reid.pdf".
• Files can also be renamed and tagged from the Add/Edit Referral window. Referral history and Doctor Flow's referrals card show the new names.

Good to Know

• A rename only changes the name shown in Care OS. The stored file is unchanged.
• A referral file tagged Consent or Assessment is only labelled. Unlike attachments, it isn't filed into the Consent or Assessments tabs.
• Referral files can't be filtered by tag yet, and treatment-plan files, inbound faxes and HealthLink messages can't be renamed or tagged yet.