ReferralNet Agent - Configuring Medical Director Integration

If the Agent detected Medical Director is installed, and the Agent has been installed in Tray mode, you can optionally configure the Agent to integrate directly with Medical Director.

As this functionality works by replacing your default email client with ReferralNet, you need to inform the agent what your real email client is in order for it to redirect some functions to it.

In some situations there may be existing software which integrated with Medical Director using the same mechanism. As there can only be one default email client, the Agent gives you the ability to make the alternative clients available.

In most cases you should not select "normal" email clients here (such as Outlook), as there's no way to guarantee messages sent via alternative networks will be delivered securely.

Medical Director may require reconfiguration to complete the integration:

Select Simple MAPI on the File –> Preferences –> Advanced tab from within the Letter Writer.

Augment your template to include the following text and fields (generally as a footer):

Patient Name: [[Patient Demographics:Surname]], [[Patient Demographics:First Name]] DOB: [[Patient Demographics:DOB]]
Recipient: [[Addressee:Name]] Date of Report: [[Miscellaneous:Date]]

Replace the [[placeholders]] with the matching text from the Template Fields list.

For example, replace [[Patient Demographics:Surname]] with the Template Fields –> Patient Demographics –> Surname field.

To send a letter from within Medical Director, click on the Send Email button from within the Letter Writer.

Due to limitations with Windows itself, the default email program is a system wide setting (see KB309292, KB315240).

This means that if Medical Director integration is enabled, it will be enabled for all users of that machine. This will have a noticeably larger impact on environments where Terminal Services is used.

Microsoft resolved this issue with Windows Vista and higher (Windows 6 and above).

Configuring Settings