Send HealthLink SmartForms

Send eReferrals and other forms from Helix using HealthLink SmartForms.

Before you begin

Permissions:

Update Users
Update Centre Settings

About this task

Send a HealthLink SmartForm during a patient consultation from the Consult panel.

Procedure

To send a HealthLink SmartForm:

From the Patient Search or Patient Queue, select a patient.
Click Consult and start a consult for a patient.
From the Reason for visit field, select the required reason for a visit.
From the Consult menu, click Letter Writer.
In the Letter Writer section, select the SmartForms link. You are redirected to HealthLink SmartForms portal.
From the Form List > Referred Services, select the required SmartForm

For referrals forms, search and select an appropriate specialist name. Some SmartForms require a specific service to refer to, select one and click Continue.
Biographic and clinical details from the patient's record are added to the SmartForm automatically. Review and update these details if required. Also add any other required information (fields with *) such as Reason for Patient Referral.
- In the Attachments / Reports tab, browse and attach any relevant documents or reports. For more information, see Attach Documents or Reports.
- Before you can submit a SmartForm, all errors indicated with an Error must be addressed.
To submit a completed form, click Submit.
Alternatively, click Preview to review the form and click Submit in the preview.
Note:
Park or delete forms are currently not available.
Tip:
Attached documents or reports are displayed in the Diagnostic Reports / Patient Documents section.

Results

After you have successfully submitted a SmartForm in the HealthLink SmartForm portal, it is displayed in Helix in the Actions section of the consult with its current status. The status of the SmartForm is updated automatically as the SmartForm is processed.
SmartForm added in Actions

What to do next

In the consult panel:

To view a SmartForm, select it from the Actions section. The form is displayed in the Preview window, where you can print or download it as required.
Tip:
Alternatively, click Print to print a SmartForm.
If required, update the consultation details and click End consult.

After you have completed the consultation, the SmartForm is added to the Patient Timeline.

View the status of the SmartForm in the

Message Centre > Outbox tab. Select SmartForm from Delivery Method list to see all the SmartForms. For more information, see Outbox.

Tip:

If a SmartForm status does not match with the Patient Timeline, refresh the Outbox section.

The recipient of a SmartForm may reject it. To view a specialist's response to a rejected SmartForm, select Message Centre > Inbox. For more information, see Action Expired or Rejected HealthLink SmartForms.