Referral Templates

How to import our referral templates in to Bp Premier:
1. Download and save the template file to a known folder on the Bp Premier server or anywhere accessible from a Bp Premier workstation.
2. From the main Bp Premier screen, select Utilities > Word processor from the menu. When in a patient record, select File > New Letter The word processor will open.
3. Select Templates > Import Template. Browse to the directory that you saved the .RTF template into.
4. Select the file name to be imported and click Open. The template will be displayed in the word processor.
5. Make any changes to the imported template.
6. Select Available to all users if you want other users to be able to use the template.
7. Save the template

How to import our referral templates into Medical Director:
1. Download and save the template file to a known folder.
2. From within Letter Writer select File > New. The New window appears.
3. Select Blank Template and click OK. A new blank document will open.
4. Select File > Import.
5. Locate, select and open the file you wish to use as a template.
6. Select File > Save as Template. The Save window appears.
7. Enter a name for the template and click Save. The template is now ready for use.

A fillable PDF is a digital form you can type directly into on your computer, tablet or phone. To use it, open the file in a PDF reader (such as Adobe Acrobat Reader), click into each box and type your answers. Some forms may include tick boxes or drop‑down options you can select. Once finished, you can save the completed form to your device and email it back, or print it if you prefer.

How to import our referral templates into Zedmed:
1. Open Zedmed
2. Go to Tools
3. Select Clinical WP Setup
4. Click on WP Templates
5. From the File menu, select Import Template
6. Browse to the location where the template file is saved
7. Select the template file and click Open
8. Enter an appropriate Template Name / Description
9. Click Save

How to import our referral templates into Genie:
‍1. Open Genie
2. Select a patient record (preferably a test patient)
3. Click the Create Referral/Reply Letter icon (red quill)
4. When prompted to search the Address Book, click Cancel
5. Select Blank Letter
6. From the Template drop‑down menu, choose New Template
7. Enter a Template Name (this is how it will appear in Genie)
8. From the small File menu within the letter editor, select Open
9. Browse to where the template file is saved and click Open
10. Review the template content
11. Adjust margins if required - Go to File → Page Setup (commonly set to 10 mm)
12. Click Save
13. Click Cancel to exit the template editor