TELUS PS Suite Guide — LifeHeart Cardiology Example

From Download to Done:
Importing a Pre-Populated Cardiology Referral Form into TELUS PS Suite

A real-world example showing how streamlined specialist referrals can be — featuring LifeHeart Cardiology

LifeHeart Cardiology provides their referral form as a TELUS PS Suite-compatible .cfm file with pre-populated fields — so physicians can generate a complete, faxable consultation request directly from a patient's chart in minutes. This guide walks your clinic team through the one-time setup.

Smart Clinic Systems is not affiliated with LifeHeart Cardiology. We are highlighting them as an excellent example of how specialist clinics can make it easier for referring physicians to send streamlined, pre-populated consultation requests.

Setup Time

~5 min

One-time installation

Before you begin: You may need appropriate PS Suite permissions to add a custom form. If the options described below are unavailable, ask your clinic's PS Suite administrator for assistance.
1

Visit the LifeHeart Cardiology Website

Go to the LifeHeart Cardiology referral page and look for the TELUS PS Suite .cfm download. The filename will clearly identify it as the LifeHeart Cardiology Referral Form.

Download the LifeHeart Cardiology CFM referral form
What is a .CFM file?
A .cfm file is a custom form designed for TELUS PS Suite. Unlike a regular PDF, a properly configured PS Suite form can use information already stored in the patient's chart, helping your clinic prepare referrals more quickly and accurately.
2

Download the Form to Your Computer

Click the download button and save the .cfm file to your computer. In most cases, it will be saved automatically in your Downloads folder.

Can't find the file later?
Your PS Suite environment may not have permission to access the Downloads folder. If that happens, move the file into a folder PS Suite can access, such as Documents, My Documents, or a clinic-approved shared folder. Keep the .cfm file in its original format — do not rename or convert it before importing.
3

Open the Records Window in PS Suite

Sign in to TELUS PS Suite and open the main Records window. You do not need to enter any patient information during the initial installation. The form is being added to your clinic's available custom forms so it can be used later from individual patient records.

Privacy reminder: Screenshots used in a public guide should contain demonstration data only. Do not display real patient information.
4

Open the Custom Forms Area

From the PS Suite Records window, select:

Edit → Forms

This will open the area where your clinic's available custom forms are managed.

Menu may vary: Depending on your clinic's PS Suite version or configuration, the wording may be slightly different. Some installations may display an Edit Custom Forms option under Settings.
5

Drag the .CFM File into the Forms Folder to Import

In the Forms window, select Add. Browse to the folder where you saved the LifeHeart Cardiology .cfm file — usually:

Downloads → LifeHeart Cardiology Referral Form.cfm

Select the file and follow the on-screen prompt to add or import it.

Folder access issue? If PS Suite cannot see your Downloads folder, move the file to Documents, My Documents or a clinic-approved folder and try again.
6

Confirm the Form Was Added

Once the import is complete, look through the available custom forms and confirm that the LifeHeart Cardiology Referral Form appears in the list.

Quick win: Let other physicians and administrative team members know the form has been installed and what name to search for in PS Suite.
One More Step

Add LifeHeart Cardiology to Your Address Book

Adding LifeHeart Cardiology as a contact helps PS Suite recognize the clinic and makes it easier to fax completed referrals to the correct destination.

Clinic LifeHeart Cardiology
Website lifeheartcardiology.ca
Default Delivery Fax
Fax Number +1 647-255-1636
LifeHeart Cardiology fax contact saved in the PS Suite address book
Make sure the fax number is saved as the clinic's default fax destination. If your clinic already has LifeHeart Cardiology in its address book, confirm that the existing fax number is correct before sending a referral.
Ongoing Use

How to Use the Form for a Patient

After the one-time installation is complete:

1
Open the patient's record in PS Suite.
2
Add or open a new custom form.
3
Search for LifeHeart Cardiology Referral Form.
4
Review the patient information populated by PS Suite.
5
Complete the applicable clinical and referral fields.
6
Review the entire referral for accuracy.
7
Fax the completed form to +1 647-255-1636.

Screenshot 9: LifeHeart Cardiology referral form opened in a demonstration patient record

lifeheart-cardiology-referral-form-ps-suite.webp

Always confirm that the correct patient record is open and review all auto-populated information before sending the referral.
✓

You're Ready to Refer

Once installed, the LifeHeart Cardiology form becomes part of your clinic's PS Suite workflow. There is no need to download a new copy for every patient.

Open patient → Select form → Complete referral → Review → Fax

A few minutes of setup can make future cardiology referrals faster and easier for the entire clinic team.

Support

Troubleshooting

The file downloaded, but I cannot find it
Check your browser's Downloads list or your computer's Downloads folder. If necessary, download the file again and choose a folder you can easily locate.
PS Suite cannot access my Downloads folder
Move the .cfm file into Documents, My Documents or a clinic-approved shared folder. PS Suite access permissions can differ between clinics and workstations.
I do not see the Forms or Add option
Your PS Suite account may not have permission to install custom forms. Ask your clinic's PS Suite administrator or technical support contact to complete the import.
The patient information did not populate
Auto-populated fields depend on how information is stored and configured in your clinic's PS Suite environment. Review the patient's demographics and complete any missing information manually.
The fax number did not populate
Confirm that LifeHeart Cardiology has been added to your PS Suite address book with fax set as its default delivery method: +1 647-255-1636.
The menus look different in our version of PS Suite
PS Suite configurations and menu labels can vary. Your clinic may access custom forms through Settings → Edit Custom Forms, followed by File → Import Form(s).
Still need help?

Smart Clinic Systems can help your clinic import, test or troubleshoot the form.

Get Help with a PS Suite Form

About This Form

The LifeHeart Cardiology .cfm form was prepared for use within TELUS PS Suite by Smart Clinic Systems. Smart Clinic Systems creates practical custom EMR forms that help medical clinics reduce repetitive data entry, improve referral workflows and make commonly used forms easier to complete.

Convert a PDF into a PS Suite .CFM Form Improve My Referral Pipeline
Important Notice

This guide provides general workflow information. TELUS PS Suite menus, permissions and configurations can vary between clinics. Clinic users remain responsible for verifying patient information, referral details, recipient information and fax numbers before transmitting a referral. TELUS and PS Suite are trademarks of their respective owners. Smart Clinic Systems and LifeHeart Cardiology are not representing this guide as official TELUS Health documentation.

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