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Article number: 15409Last updated: 23-10-2023

Up and Active Referral Form Usage Guide - East Lancs ✅

East Lancashire Up and Active Form

EMIS Web Instructions

NOTE: This guide assumes role-based access controls / user credentials set up. If any of the
options below are missing, it may be that you need further RBAC codes added to your profile.
The practice’s designated trainer can advise with this and any other queries relating to this
form and the use of EMIS Web.

If any practice needs the EWDT file to import this form, you can access the Up and Active Referral Form


1 Creating a new referral form

1.1 From within the Care Record module of Emis Web, you can either initiate the referral form from either the Care History or Consultations sections.

Please follow 1.1a or 1.1b below.

UA Createletterfromcarehistory 1.1a - Care History - Click the lower half of the ‘add’ button, and select ‘document’, then ‘create letter’
UA Createletterfromconsultation 1.1b - Consultation mode - From the ‘document’ section of the consultation, select ‘create letter’


1.2 When the 'New Patient Letter' selection screen appears, select it from the list of recently used documents.

If the Up and Active referral form is not in the recently used list, click the magnifying glass to search for it.

UA Searchforform The 'New Patient Letter' selection screen


1.3 In the ‘Find Document Template’ search box, type ‘Up Active’ and press enter

UA Finddocument The 'Find Document Templates' box


1.4 Once the form is completed, click 'File' then 'Save and Close' to file this referral form into the patient's record.

UA Saveandclose


Your form is now complete

UA Completedform An example completed form

Further help and support is available from the practice’s designated trainer or via