Referral

The Referral resource represents a request from one healthcare provider to another for a patient to receive specific healthcare services

The resource includes details about the referring provider, the receiving provider (if any), the patient, referral date, expiry date, and any monetary or appointment limits. This resource is essential for tracking referral usage and coordinating patient care.

ℹ️

Context

In Halaxy, referrals are added to a claim in the Funding tab in the patient's profile. See: Guide to referrals


Endpoints

EndpointFunctionDescription
GET /main/ReferralList ReferralsRetrieves a list or collection of referral records of patients in a practice group
GET /main/Referral/{id}Get ReferralRetrieves an individual patient referral record of in a practice group
POST /main/ReferralCreate ReferralCreates a referral records for a patient
PATCH /main/Referral/{id}Update ReferralUpdates specific fields in an existing referral

Schema

Property

Description

id

string The identifier of this referral record

coverage

Reference(Coverage)

The claim details where this referral is or will be filed under. This refers to the patient's high-level identifiers for their health fund eligibility - such as membership card details.

"reference": "/main/Coverage/{id}" "type: "Coverage"

See also: Coverage

period

The period when the referral is valid

start date
end date

performer

Reference(Practitioner)
The practitioner this referral is assigned to (i.e. this referral can only be used for appointments by this practitioner)

"reference": "/main/Practitioner/PR-{id}"
"type": "Practitioner"

requester

Reference(PractitionerRole)
The referring professional contact and their practice (i.e. the external practitioner referring the patient)

"reference": "/main/PractitionerRole/EP-{id}"\
"type": "PractitionerRole"

referralDefinition

string
The name of the referral type used

See article: Guide to referral types

created

date-time
The date and time when the referral record was created

priority

boolean
Indicates if this referral is the patient's preferred referral for this funder

If true, the next created appointment with a fee linked to the funder automatically uses this referral.

If false, the most recently created referral is automatically used.

active

boolean
Indicates if this referral is an active and valid referral

limitQuantity

quantity
The amount of time covered by the referral (e.g. 6 appointments)

quantityOffset integer
The number of prior units used to include in this referral

(In Halaxy, this is the amount set in Add Prior Appointments / Hours / Minutes)

quantityUsed integer
The number of units used in Halaxy appointments

limitMoney

amount
The monetary value covered by the referral value: number currency: string - use ISO 4217 currency code (e.g. AUD)

amountUsed number
The amount of the monetary value used in the referral

allocationType string
Specifies whether the referral amount is applied to appointment fees only or to all fee types Appointments only or All fee types

subject

Reference(Patient)
The patient for whom this referral is for

"reference": "/main/Patient/{id}"
"type": "Patient"

See also: Patient

includeCancelledAppointment

boolean
Indicates whether cancelled appointments are included the referral

If true, cancelled appointments are deducted from the appointment / time / monetary limit in the referral.

If false, cancelled appointments are not counted towards appointment / time / monetary limits in the referral.

comment

string
Any notes to add to the referral

expiryType

string Medicare/DVA referrals only

Type of referral expiry
standard non-standard indefinite

attachments

array of strings
File attachments to the referral (POST only)

contentType enum required
The format of the file attachment

Supported formats:
application/msword | application/vnd.ms-excel | application/vnd.openxmlformats-officedocument.wordprocessingml.document | application/vnd.openxmlformats-officedocument.spreadsheetml.sheet | application/pdf | image/jpeg | image/png

data required
Must be encoded to base64
Maximum file size: 200MB

title string required
The file name