Vantage Health

Knowledge Base / Rego Dental / Step 3: Navigating the Tabs

Actioned Tab

The Actioned Tab presents a list of referrals that have been accepted by a provider. Further information is provided below:

The Actioned Tab presents a list of referrals divided into the following columns: Patient Name, NHS Number, Referring Clinician, Days Since Referral, Presenting Complaint and Status. Referrals in this Tab will have been accepted by a provider and be indicated as ‘Care of’ in the Status column.

Referrals may be sorted in ascending or descending order by clicking on each column title. The search function located on the top left hand side of the screen enables users to locate a patient in this tab by entering either: First Name, Surname, Date of Birth (DOB) or Unique Reference Number (URN).

By clicking on the patient name, the full history of the referral will be presented including notes/interactions recorded by user and clearly date-stamped. Date of acceptance will be displayed in all instances. Providers that use additional functionality, may also include further details such as booking information (where the status will be indicated as ‘Patient booked’) and treating clinician.

To save a copy locally, please select ‘PDF’ to download a full copy of the referral. You may also import the file onto your patient record system or print as required.

Please note:

Once accepted, the referral is no longer editable. Should any information need to be amended, select ‘Recall’ and recreate this referral.

Columns can be adjusted by clicking and dragging to expand any compressed information.

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