Importing the Referral Template into BP or MD

Importing templates into Best Practice - BP Premier

Importing Templates into Medical Director

General Instructions

If you plan on using your practice management software for electronic referrals, follow these instructions. The Referral form is an RTF (rich text file) you can import as a template into your practice management software. Download this file (see the Downloads list below) to your desktop and follow these steps:

Do not open the RTF in Word. This will alter the template fields.

1. Open your practice management software
2. Click the document icon
3. Click “templates”, select import templates
4. Find the Holter Monitoring - CloudHolter referral form and select open. Click File, select save as.
5. Check “available to all users”, and save.
6. Please add the template to favourites if possible, as this will assist your GP’s to find the correct template.

ZIPPED RTF files & PDF

A recent Windows update is automatically converting downloaded .rtf files into .docx files, which makes it difficult to import to some practice management software. If you use a Windows computer you may have more success downloading a zipped version of your required template.

Holter Monitoring - CloudHolter Best Practice.zip

Holter Monitoring - CloudHolter Medical Director.zip