Link Referral Letters to Tasks

Linking Referral Letters to Tasks ensures that every Referral Letter received through the GoodX Web Communication segment is actioned correctly and never overlooked. When an external sender submits a Referral Letter to a Practitioner who uses the GoodX Web, the letter becomes available directly inside the Task Bar, allowing the Practice to manage it immediately within their existing workflow.

Using this function creates a clear and reliable process for handling incoming Referral Letters. Instead of relying on separate systems, emails, or manual checks, the Referral Letter is automatically delivered to the correct Practitioner’s Task list, where it can be reviewed, linked, and managed alongside all other operational tasks. This helps maintain an organised Communication workflow, supports accurate record-keeping, and ensures that clinical and administrative follow-up happens without delay.

By linking the Referral Letter to a Task, the Practice gains a structured, trackable method to ensure that every Referral Letter is acknowledged, processed, and stored correctly. This improves response times, enhances internal communication, and helps the Practitioner maintain continuity of care while keeping all related information within the GoodX Web environment.

Web App:

Roadmap: NW > MOD Communication - S Switch History > T Tasks - Desired Referal Task > B Link - S Clinical Link > B Add Debtor - S Debtor Details > B Save - S Clinical Link > B Save 

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