Calgary Zone Pulmonary Central Access Triage   at
Calgary Zone and Area
Connect Care Specialty: Pulmonology Connect Care Department: CALGARY ZONE PULMONARY CAT
Alberta Health Services - Calgary Zone





Estimated time to routine appointment: Within 12 months
SERVICE DESCRIPTION
Accepts respiratory referrals from all physicians within the Calgary zone and triage and book initial appointments.
Accept referrals from physicians for any patients who have respiratory concerns such as:
  • asthma
  • bronchiectasis
  • COPD (chronic obstructive pulmonary disease)
  • SOB (shortness of breath)
  • hemoptysis
  • hypoxemia
  • interstitial lung disease
  • lymphadenopathy
  • mediastinal mass
  • neuromuscular related respiratory disorder
  • pleural disease
  • pleural effusion
  • pulmonary embolism
  • pulmonary hypertension
  • pulmonary rehabilitation
  • respiratory infection
  • sarcoidosis
  • lung nodules
  • tobacco cessation
  • cough
EMERGENCY REFERRAL PROCESS
EMERGENCY: Refer directly to the emergency department or call RAAPID (South: 1-800-661-1700) and ask for respirologist on-call.

For same day advice, call Specialist Link at 403-910-2551 (Local) or 1-877-962-5456 (Toll-free) during normal business hours (M-F: 8am- 5pm; excluding statutory holidays); after hours call RAAPID (South: 1-800-661-1700) and ask for the respirologist on-call.
 
For known or suspected active tuberculosis: call the Calgary TB Clinic immediately at 403-944-9660 during normal business hours (M-F: 8:00am- 4:30pm) OR call RAAPID(South: 1-800-661-1700) and ask for the TB doctor on-call.
EMERGENCY: Refer directly to the emergency department or call RAAPID (South: 1-800-661-1700) and ask for respirologist on-call.

For same day advice, call Specialist Link at 403-910-2551 (Local) or 1-877-962-5456 (Toll-free) during normal business hours (M-F: 8am- 5pm; excluding statutory holidays); after hours call RAAPID (South: 1-800-661-1700) and ask for the respirologist on-call.
 
For known or suspected active tuberculosis: call the Calgary TB Clinic immediately at 403-944-9660 during normal business hours (M-F: 8:00am- 4:30pm) OR call RAAPID(South: 1-800-661-1700) and ask for the TB doctor on-call.
URGENT REFERRAL PROCESS

FOR URGENT ADVICE FROM A RESPIROLOGIST: Call RAAPID (South: 1-800-661-1700) and ask for the respirologist on-call.
For same day advice, call Specialist Link at 403-910-2551 (Local) or 1-877-962-5456 (Toll-free) during normal business hours (M-F: 8am- 5pm; excluding statutory holidays); after hours call RAAPID (South: 1-800-661-1700) and ask for the respirologist on-call.

FOR URGENT ADVICE FROM A RESPIROLOGIST: Call RAAPID (South: 1-800-661-1700) and ask for the respirologist on-call.
For same day advice, call Specialist Link at 403-910-2551 (Local) or 1-877-962-5456 (Toll-free) during normal business hours (M-F: 8am- 5pm; excluding statutory holidays); after hours call RAAPID (South: 1-800-661-1700) and ask for the respirologist on-call.

ROUTINE REFERRAL PROCESS
Referrals may be submitted in three ways.
  1. Using Connect Care, submit via Connect Care Referral Form
  2. Using Alberta Netcare, submit a request for a specialist appointment via eReferral Consult Request. For more information, see eReferral - Alberta Netcare
  3. Fax the completed referral form along with relevant documentation and clinic notes to the Long COVID Central Access and Triage number: 403-592-4201

For patients with Mediastinal Mass please direct referrals to the Alberta Thoracic Oncology Program 
For patients with Mesothelioma please direct referrals to the Alberta Thoracic Oncology Program 
For adult patients with Sleep Apnea please direct referrals to the Foothills Medical Centre Sleep Clinic
For pediatric patients with Sleep Apnea please direct referrals to the Alberta Children's Hospital Pediatric Sleep Clinic
For patients with Tuberculosis please direct referrals to the Tuberculosis Program
Referrals may be submitted in three ways.
  1. Using Connect Care, submit via Connect Care Referral Form
  2. Using Alberta Netcare, submit a request for a specialist appointment via eReferral Consult Request. For more information, see eReferral - Alberta Netcare
  3. Fax the completed referral form along with relevant documentation and clinic notes to the Long COVID Central Access and Triage number: 403-592-4201

For patients with Mediastinal Mass please direct referrals to the Alberta Thoracic Oncology Program 
For patients with Mesothelioma please direct referrals to the Alberta Thoracic Oncology Program 
For adult patients with Sleep Apnea please direct referrals to the Foothills Medical Centre Sleep Clinic
For pediatric patients with Sleep Apnea please direct referrals to the Alberta Children's Hospital Pediatric Sleep Clinic
For patients with Tuberculosis please direct referrals to the Tuberculosis Program
ELIGIBILITY REQUIREMENTS
Eligibility is dependent on testing done by the referring physician.
There is a list on the Alberta referral directory of which testing needs to be done for which referral type (www.ahs.ca/pathways).
Eligibility is dependent on testing done by the referring physician.
There is a list on the Alberta referral directory of which testing needs to be done for which referral type (www.ahs.ca/pathways).
REFERRAL PHONE
403-943-4718
REFERRAL FAX
403-592-4201
PHONE
403-943-4718 (Central booking)
FAX
403-592-4201
REFERRAL GUIDELINES
+-
Emergent Reason for Referral
Additional Details
+-
Hemoptysis
Active and > or = 2 TBSPs (30cc) per day: SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
+-
Hypoxemia
IF RESTING 02 SAT < or = 85%: SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
+-
Pulmonary embolism
FOR ACUTE PULMONARY EMBOLISM (KNOWN OR SUSPECTED): SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
+-
Tuberculosis
FOR KNOWN OR SUSPECTED ACTIVE TB: Call the Calgary TB Clinic immediately (403-944-7660) during normal business hours (M-F: 8:00am- 4:30pm) OR call RAAPID (South: 1-800-661-1700) and ask for the TB doctor on-call. REFER DIRECTLY TO CALGARY TUBERCULOSIS SERVICES (Phone: 403-944-7660; Fax: 403-291-9185)

+-
Routine Reason for Referral
Access Targets convey the clinically appropriate timeframe patients should be seen within, by reason for referral and priority level.
Access Target
Required Information/Investigations
Timing
Additional Details
+-
Asthma consultation
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray (only if age >40)
| Within 12 months
Spirometry
| Within 12 months
Note: Patient will be seen by a Respirologist and Certified Respiratory Educator.
+-
Asthma education
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
No additional information required
Note: Patient will be assessed by a Certified Respiratory Educator, but will not be reviewed by a Respirologist. This assessment may include spirometry- as the referring physician you will also be deemed the responsible physician for spirometry results. If you would like the patient to be seen in consult by a Respirologist, please select "Asthma Management" as the reason for referral.
+-
Bronchiectasis
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
CT Chest
| Within 12 months
+-
Chest expansion reduced
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
Restrictive chest wall disorder (e.g. scoliosis)
+-
Chronic cough
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Any history of:- asthma- cancer- COPD- cough duration (must be > 8 weeks)- dyspnea- hemoptysis- interstitial lung disease or pulmonary fibrosis- weight loss >5kg
| As relevant
Chest x-ray
| Within 6 months
Spirometry
| Within 6 months
+-
Chronic obstructive pulmonary disease consultation
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray
| Within 12 months
Spirometry
| Within 12 months
COPD Education Referrals - No additional information required
| N/A
Note- for COPD Consult referrals: Patient will be seen by a Respirologist and Certified Respiratory Educator.
Note- for COPD Education referrals: Patient will be assessed by a Certified Respiratory Educator, but will not be reviewed by a Respirologist. This assessment may include spirometry- as the referring physician you will also be deemed the responsible physician for spirometry results.
+-
Combined disorder of muscle AND peripheral nerve
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
Neuromuscular Related Respiratory Disorder
Synonyms include: Combined disorder of muscle AND peripheral nerve/Diaphragm paralysis/Myoneural disorders/Myotonic dystrophy/Scoliosis
+-
Cyst of lung
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 1 month
Lung cavity/Lung cyst
+-
Disorder of pleura
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 6 months
Pleural Disease or Disorder
Synonyms include: Chylothorax/Empyema/Fibrothorax/Hemothorax/Mesothelioma/Para-pneumonic effusion/Pleural cuirasses/Pleural fibrosis/Pleural metastases/Pleural plaque/Pleural scarring/Pleural thickening/Pleuritis/Pneumothorax/Rounded atelectasis
+-
Dyspnea
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Any history of:- asthma- COPD- ischemic heart disease- interstitial lung disease/pulmonary fibrosis- pulmonary embolism
| As relevant
Chest x-ray
| Within 6 months
Spirometry
| Within 6 months
+-
Fibrosis of lung
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 12 months
+-
Hemoptysis
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray
| Within 1 month
Duration and amount of blood (TBSPs or mLs per day)
| As relevant (see Additional Details)
If Active and > or = 2 TBSPs (30cc) per day: SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
| N/A
If Active and > or = 2 TBSPs (30cc) per day: SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
If Active and less than 2 TBSPs (30cc) per day OR there is past history of hemoptysis but not active/intermittent: REFER TO PCAT
+-
Hypoxemia
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
IF RESTING 02 SAT < or = 85%: SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
| As relevant
IF RESTING 02 SAT < or = 85%: SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
IF RESTING 02 SAT > 85%: REFER TO PCAT
+-
Interstitial lung disease
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 12 months
+-
Lung mass
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 12 months
Direct referrals to the Alberta Thoracic Oncology Program
| N/A
Lung nodule(s)/Lung mass(es)
REFER DIRECTLY TO THE CALGARY ZONE ALBERTA THORACIC ONCOLOGY PROGRAM (ATOP), FOOTHILLS MEDICAL CENTRE (Phone: 403-944-1774; Fax: 403-944-8848)
+-
Lung transplant assessment
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
+-
Malignant tumor of lung
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 12 months
Direct referrals to the Alberta Thoracic Oncology Program
| N/A
Primary or Metastatic
REFER DIRECTLY TO THE CALGARY ZONE ALBERTA THORACIC ONCOLOGY PROGRAM (ATOP), FOOTHILLS MEDICAL CENTRE (Phone: 403-944-1774; Fax: 403-944-8848)
+-
Mass of mediastinum
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Direct referrals to the Alberta Thoracic Oncology Program
| N/A
Alberta Thoracic Oncology Program
+-
Neoplasm of mesothelial tissue
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Direct referrals to the Alberta Thoracic Oncology Program
| N/A
Alberta Thoracic Oncology Program
+-
Occupational lung disease
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 6 months
Occupation related symptoms:- cough- wheeze- dyspnea
| As relevant
Spirometry
| Within 6 months
+-
Osler hemorrhagic telangiectasia syndrome
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Hereditary disease
| N/A
Positive genetic finding
| N/A
+-
Pleural effusion
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Any history of:- cancer (metastatic)- cytology proven malignant effusion- recent (within 2 months) history of pneumonia or empyema
| As relevant
Chest x-ray or CT Chest
| Within 1 month
+-
Pulmonary embolism
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
History of pulmonary embolism
| As relevant
FOR ACUTE PULMONARY EMBOLISM (KNOWN OR SUSPECTED): SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
| N/A
FOR ACUTE PULMONARY EMBOLISM (KNOWN OR SUSPECTED): SEND THE PATIENT IMMEDIATELY TO AN EMERGENCY DEPARTMENT- DO NOT REFER TO PCAT
+-
Pulmonary hypertension
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Any history of;- connective tissue disease- cirrhosis- congenital heart disease- HHT
| As relevant
Echocardiogram (showing increased RVSP or other Echo feature suggesting pulmonary hypertension
| Within 6 months
Suspected or Known

Access to the Pulmonary Hypertension clinic is only through the Pulmonary Central Access Triage service.
+-
Pulmonary rehabilitation
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Any history of:- COPD- ILD/Pulmonary fibrosis
| As relevant
Able to walk > 100m in 6 minutes
| As relevant
Able to walk/transfer independently
| As relevant
Diffusion capacity of lung
| Within 6 months
Spirometry
| Within 6 months
+-
Pulmonary sarcoidosis
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 3 months
+-
Respiratory tract infection
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 6 months
Synonyms include: Aspiration pneumonia/Aspiration pneumonitis/Bronchitis/Empyema/Pneumonia/Purulent Bronchitis/Recurrent pneumonia/RTI- respiratory tract infection
+-
Sleep apnea
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Direct referrals to the Foothills Medical Centre Sleep ClinicFor pediatric patients with Sleep Apnea please direct referrals to the Alberta Children's Hospital Pediatric Sleep Clinic
| N/A
Foothills Medical Centre Sleep Clinic
+-
Smoking cessation therapy
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
Note: Patient will be assessed by a Certified Respiratory Educator, but will not be reviewed by a Respirologist. This assessment may include spirometry- as the referring physician you will also be deemed the responsible physician for spirometry results. If you would like the patient to be seen in consult by a Respirologist, please select "Ast
+-
Suspected lung cancer
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 12 months
Direct referrals to the Alberta Thoracic Oncology Program
| N/A
Primary or Metastatic
REFER DIRECTLY TO THE CALGARY ZONE ALBERTA THORACIC ONCOLOGY PROGRAM (ATOP), FOOTHILLS MEDICAL CENTRE (Phone: 403-944-1774; Fax: 403-944-8848)
+-
Thoracic lymphadenopathy
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Chest x-ray or CT Chest
| Within 6 months
Hilar/Mediastinal
+-
Thromboembolic pulmonary hypertension
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Any history of;- pulmonary embolism - anti-coagulation status and duration of medication
| As relevant
Echocardiogram
| Within 12 months
Synonym: Pulmonary Embolism (Chronic)
+-
Tobacco use cessation education
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
No additional information required
Note: Patient will be assessed by a Certified Respiratory Educator, but will not be reviewed by a Respirologist. This assessment may include spirometry- as the referring physician you will also be deemed the responsible physician for spirometry results. If you would like the patient to be seen in consult by a Respirologist, please select "Asthma Management" as the reason for referral.
+-
Tracheobronchial finding
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
Trachea/Upper Airway:
- obstruction
- fistula
- mass
- stenosis
+-
Tuberculosis
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
Direct referrals to the Tuberculosis Program
| N/A
FOR KNOWN OR SUSPECTED ACTIVE TB: Call the Calgary TB Clinic immediately (403-944-7660) during normal business hours (M-F: 8:00am- 4:30pm) OR call RAAPID (South: 1-800-661-1700) and ask for the TB doctor on-call. REFER DIRECTLY TO CALGARY TUBERCULOSIS SERVICES (Phone: 403-944-7660; Fax: 403-291-9185)
+-
Upper respiratory tract finding
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
+-
Vasculitis
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
+-
Vocal cord dysfunction
Medication List (dose, frequency, route)
| Within 1 month
Summary of relevant medical history
| Within 1 month
Summary of known or suspected pulmonary condition
| Within 1 month
No additional information required
| N/A
ADDITIONAL SERVICE DETAILS
Pulmonary consulting services are organized through the Calgary Zone Pulmonary Central Access and Triage (PCAT). Working with Alberta Referral Pathways and Primary Care, PCAT has developed new approaches to improve patient access to appropriate pulmonary care.
PCAT arranges new patient appointments for general pulmonary clinics and asthma/COPD clinics in the outpatient departments at all four acute care sites in Calgary. PCAT also arranges appointments for patients requiring subspecialty services (bronchiectasis, cough, interstitial lung disease, pulmonary hypertension, neuromuscular, NTM, Lung transplant and follow-up) at specific sites.
PCAT will book patients with the first available, appropriate pulmonary consultant based on the reason for referral and geographic location. Referring providers may request an appointment with a specific consultant and/or at a specific site.
Referrals will be handled most efficiently and effectively if the AHS generic referral form is used and the required supporting documentation is provided.   
COMMUNICATION PROCESS
Communication of referral receipt to referral
source will occur within 7 calendar days.
 
Communication of appointment details or wait list status to patient and referral
source will occur within 14 calendar days.
 
Communication of initial appointment outcomes to referral
source will occur within 30 calendar days.
 
MISSED APPOINTMENT GUIDELINES
Patients who miss multiple appointments without notifying the clinic, may require a new referral.
Patients who miss multiple appointments without notifying the clinic, may require a new referral.
DIRECTIONS
Will be given to the patient at the time of the appointment communication call/letter.
Will be given to the patient at the time of the appointment communication call/letter.
PARKING INSTRUCTIONS
Will be provided at the time of appointment details communication call/letter.
Will be provided at the time of appointment details communication call/letter.
PARKING MAP
No parking map is currently available.
No parking map is currently available.
ADDRESS

Calgary
Alberta
T2P 2M5
HOURS OF OPERATION
Monday: 8:00 am - 4:00 pm
Tuesday: 8:00 am - 4:00 pm
Wednesday: 8:00 am - 4:00 pm
Thursday: 8:00 am - 4:00 pm
Friday: 8:00 am - 4:00 pm
   
WHEELCHAIR ACCESSIBILITY
N/A

The primary purpose of the All Locations list is to let the user easily access any location of a service without going back to the main search screen.

The locations listed have 3 background colors:
  • Green means the service@location has referral information attached to it.
  • Brown means the service@location never had referral information attached to it, or it has unpublished referral information.
  • Red means
    • IA changed the service@location's status to something other than Current
    • It was deleted if it is an ARD service@location.
Green  and Brown are always at the top of the list. These are the Service@Locations with the status of Current.
The Red list at the bottom consists of non-current Service@locations that once had Published referral information in the ARD.
If the referral information was never published in ARD the Service@location will not show in the Red list.

The secondary purpose of the All Locations list is to allow ARD Administrators to recover (copy) referral information from the non-current Service@Locations to ones that are current.

Common Scenario:
A Service moves from one location to another. In this case the IA Service@Location record will be made defunct (non-current) and a new Service@Location record will be created with a current status. In this scenario the captured referral guidelines in ARD can become "orphaned" as they are not attached to any current IA service.

Categories of non-current or orphaned referral guidelines: INDIVIDUAL and COMMON.
The REFERRAL GUIDELINES section of the profile has the prefix INDIVIDUAL or COMMON to help you choose the method below when transferring referral guidelines from a non-current Service@Location to a current service@location.

Individual referral process
  1. Click on a non-current (Red) Service@Location at the bottom of the All Locations list.
  2. The non-current referral info is displayed with the link Copy this Referral Process to another Service@Location link on the upper right hand corner. Click on the copy link.
  3. Choose a current location (Green or Brown) from the All Locations list. This will be the Service@Location you are pasting the referral info into.
  4. The system will display the Edit Referral Info screen populated with the referral info from the non-current Service@Location you viewed in the first step.
  5. Click Save and the referral info is transferred from the non-current Service@Location to the current one.
  6. Repeat these steps for each Service@Location that needs attention.

Common referral process - 2 sub cases.
Case 1: At least 1 current Service@Location with common referral info is with current status for this service; One or more Service@Locations where replaced by new one.
  1. Click on any current Service@Location whether it has referral info (Green) or not (Brown).
  2. The service location opens in the Edit Referral Info screen populated with the current common referral info.
  3. Save it. 
  4. All locations will be updated with the common referral information, including all the locations that don't have referral info yet (Brown). The non-current referrals (Red) will also be updated.
Case 2:  All Service@Locations for a service are set to a non-current status and replaced by new ones. In this case there is no current additional referral info to copy from, so the only alternative is to pick up the non-current common referral process (Red). Follow the steps described in the section Individual Referral Process above to copy/paste the non-current common referral info to the current service locations.
Generally we want to replicate current common referral info to new or replaced service locations. We only resort to copying non-current common referral info if there is no other option.

Remember: Some fields can be location specific with the common referral process:
Parking Instructions, Directions, Parking Map, Wait Time, Referral Phone or Referral Fax.
To update these items you have to edit each Service@Location separately.

ADDITONAL NOTES:
  • The info icon after the All Locations drop down will be visible to ARD Administrators.
  • The system doesn't allow you to copy referral information from one non-current Service@Location to another.

 

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