Receive a Chart Referral and Start a Physiotherapy Episode

An episode is one course of physiotherapy for a patient — everything that follows (the assessment, the plan, the sessions, the discharge) hangs off it. An episode begins with a referral, and the cleanest way for one to arrive is straight from the chart: when a clinician refers a patient to physiotherapy, Veona opens the episode for you and drops it on the physiotherapy worklist — no one re-keys it.

Who / when: Dr Adeyemi (the referring clinician) raises the referral from the patient’s chart at the end of a consultation; Tobi the physiotherapist then picks it up from the physiotherapy worklist and accepts it.

Refer from the chart (the clinician)

1. Dr Adeyemi — in the patient’s chart, raise a referral and set the receiving specialty to Physiotherapy (Veona also recognises Physical Therapy and Rehabilitation as the same destination). Write the reason — for example, Post-operative knee rehabilitation — and set the priority.
2. That single act does two things: it records the chart referral, and it auto-opens a physiotherapy episode linked back to it.

Note

The funnel is idempotent — one physiotherapy episode per chart referral. If the same referral fires again, it resolves to the existing episode instead of creating a duplicate. The referring clinician is carried across automatically, so the episode always knows who sent the patient.

Pick it up on the worklist (the physiotherapist)

1. Tobi — open Physiotherapy → Referral Worklist. This lists every episode. The new one shows a Chart badge in the Source column (a referral raised by hand inside the module shows Direct instead).
2. Tobi — click the row to open the therapy detail. The reason, priority and patient are already filled in from the chart.
3. Tobi — in the Accept Referral block, search for and assign the physiotherapist who will own this episode (this can be Tobi, or a colleague), then press Accept. The episode now has a named owner.

Tip

Need to raise a referral without a chart? On the worklist, press Refer Patient, pick the patient and referring clinician, write the reason, set the priority, and Create Referral. It lands on the same worklist with a Direct badge.

A referral that turns out not to be appropriate can be declined before assessment, with a reason — that moves the episode to Cancelled.

What happens next

With a physiotherapist assigned, the episode is ready to be worked. The next step is the clinical one: assess the patient and write the treatment plan with its goals.

Follow the trail

• Next: Assess the Patient and Author a Treatment Plan
• Related: Refer a Patient to Another Service · A Patient’s First Visit, End to End