TriVice Desktop User Guide: Creating a Referral

TriVice Desktop User Guide: Creating a Referral

This step-by-step guide will walk you through creating a referral using the TriVice Desktop. 

  

 1. Open the TriVice Desktop Application: 

  • Locate the TriVice Desktop shortcut on your Windows desktop. 

  • Double-click the icon to launch the application. 

 

 

 

 2. Login and Launch the Toolbar: 

  • A login screen will appear. Enter your TriVice username and password, then click the Connect button. 

 

Note: Contact your practice IT admin if you need login details. 

 

 

   

  • The TriVice Desktop Toolbar will launch and display various icons for different functions. 

  

 

  

 3. Start a Referral: 

  • Click the Refer a Patient icon on the toolbar to initiate a new referral. 

  

 

  

 4. Select Specialty: 

  • From the dropdown menu, choose the relevant specialty (e.g. Ophthalmology (Paediatric)) and click Next. 

 

 

 

  

 5. Verify Patient Information: 

  • Patient demographics will auto-populate from the patient record in SystmOne or EMIS Web. 

 

   

 

   

 

 

   

Note: If patient details are not auto populated, use the Patient Query feature to search for details from NHS Digital by entering the NHS number. 

  • Fill in any missing mandatory data, such as Parent/Carer information or GP details. Once complete, click Next. 

  

 

  

 

 

 6. Triage the Injury: 

  • Select the appropriate clinical concern or referral pathway from the list, then click Next. 

  

 

  

 7. Answer Clinical Questions: 

  • Respond to all relevant questions to help the system triage the concern. 

  • Add free text where applicable for additional information. 

  

 

  

 8. Upload Images and Select Consent: 

  • If necessary, upload images from your desktop or take photos using your mobile device. Follow these steps: 

  • Scan the QR code displayed on the screen using your mobile phone. 

  • Follow the instructions to take and upload images directly to TriVice. 

 

   

Note: Images will not be stored on your mobile device. 

  • The images will be displayed on the web page and added to the referral. 

  • After selecting the necessary consent options, click Next. 

  

 

 

 

 9. Submit the Referral: 

  • Review the summary screen and ensure all information is correct. 

  • Click the Submit button to finalize the referral. 

  

 

  

 

 

 

 

 10. Confirmation: 

  • A confirmation message will appear, and the case details, including images, will be stored in the system. 

  • Click Understood to proceed. 

  

 

  

 11. Review Case Outcome: 

  • TriVice will generate and display the case outcome (decision). 

  • Check the box to send patient leaflets via Advise & Guidance if applicable. 

  • Click Submit to complete the submission to the receiving NHS provider (e.g., Birmingham Women's and Children's Hospital). 

  

 

  

 

 

 12. Print or Download the Case PDF: 

  • After reviewing the case, you can choose to print or download the referral as a PDF. 

  • Click Close to exit the screen. 

  

 

  

 13. Referral Complete: 

  • The TriVice case has been successfully submitted. 

  • You may choose to provide feedback on the TriVice application or return to the specialty screen to create a new referral. 

  

 

  

For support or assistance, please contact (support@caprihealthcare.co.uk) or call 03301334047 (Monday to Friday 08:00 to 17:00 Hrs) 

 


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