Importing the Referral Template - General

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.
5. If you are part of a practice network, ensure your location is specified in the practice name fields.
6. Click File, select save as.
7. Check “available to all users”, and save.
8. Please add the template to favourites if possible, as this will assist your GP’s to find the correct template.

Importing the Referral Template into BP or MD

Importing templates into Best Practice - BP Premier

Importing Templates into Medical Director

Template Files

NOTE: A recent Windows update is automatically converting downloaded .rtf files into .docx files, which makes it difficult to import to most practice management software. Please read the instructions below regarding downloading zipped files.

Download instructions for zipped RTFs:

1. Download the appropriate version of the referral template for your practice management software
   1. Ensure that you are using the Holter templates for Holter tests, and the ECG templates for ECG tests. Note that the ECG service is a separate product from our Holter service that requires additional hardware and setup.
2. Locate the downloaded Zip file and right click on it, then select Extract All
3. Select a location where you would like the RTF file to be extracted to (saved to) for loading into your software (eg Desktop or Downloads). Make sure you un-check the box ‘Show Extracted files when complete’ to avoid another program opening or converting the RTF.
4. Open your software and import the template from where you just extracted/saved the RTF. Please see above instructions for your software.

Holter

Holter Monitoring - CloudHolter Blank.zip

Holter Monitoring - CloudHolter Fillable.pdf

Holter Monitoring - CloudHolter Best Practice.zip

Holter Monitoring - CloudHolter Medical Director.zip

ECG

ECG Referral - CloudECG Blank.zip

ECG Referral - CloudECG Fillable.pdf

ECG Referral - CloudECG Best Practice.zip

ECG Referral - CloudECG Medical Director.zip

Please note - if you use practice management software other than Best Practice or Medical Director, you will probably have the best results with the Blank rtf file or the Fillable pdf.

If you need any assistance, please contact the team at [email protected] or on 1300 (HOLTER) 465 837.