PECAT - Register Client Referral

Follow the steps below to complete the Ad hoc PECAT Client Referral form in PowerChart. 

  1.  Open PowerChart

• Click the magnify glass to bring up the Person/Encounter Search window

​​​

• Search using multiple positive patient identifiers e.g. full name, sex, D.O.B, medicare no.

• Click Search
• If the patient is found in eMR, highlight an applicable encounter 
  • Note: Best practice for PECAT would be to select a CHW encounter. This is displayed as the Royal Alexandra Hospital for Children.
•  Click OK to open the patient’s chart

• If the patient is not found in the eMR, and if enough information, register patient in Patient Management (PM)
  • If not enough information, call the patient for registration information, then register

Note: Follow this QuickStart that covers how to register a patient in PM or refer to your patient registration administrative workflows. Once the patient is registered, refer to the steps above to search for and open a patients chart 

• Click on AdHoc in the PowerChart toolbar

• Click on the Outpatients Forms folder 
• Click on the PECAT sub folder 
• Open the PECAT Client Referral form 

• Complete form as necessary including type and date questionnaires sent 

• Click the green tick to sign off the form

  2.  When questionnaires are returned: 

• Click on Form Browser in the PowerChart menu 

• Find the required form, right click and select Modify 

• Information in previously completed fields will be retained 
• Update/modify form as required e.g. document questionnaires returned date 

Note: Alternatively, you can repeat step 1 to complete a new form and the information in previously completed fields will also be retained.  

 3.  Once all questionnaires are returned and/or the patient is ready to have an Intake appointment scheduled (appointment does not   need to be arranged with family at this stage):

• Click Yes in the field Form Completed and ready to schedule an appointment 
• Add comments to indicate if the patient will skip intake and go straight to assessment 
• Sign form off 
• This will place a task on the Multi Patient Task List