Description

Create, print or transmit patient referrals.

 


Access

Click on the Add Referral button on the Side Bar of the Progress Note screen.  


Can't find the button?: Click on Settingsbutton on the toolbar of the Progress Note screen, Select the Side Bar Settings option. Select the Add Referral item from the available items area on the right side of the screen and drag/drop into the items window on the lower left corner of any Side Bar category. Press saveto store the change. The Side Bar panel will refresh and the button will appear under the category where it was added.  



For more information see: Advanced Progress Note / Settings / Side Bar Setting


Sections

  • New: Create a new referral. Refer to a specific provider or specialty.


  • Date:  Date created
  • Referral Template: Select a template (See: Settings / Clinical / Referral Template ).
  • Search by Specialty
    • Set:  Opens the Favorite Specialties Control Screen.

    • Close: Clears any selection made in the specialty field.

  • Search for Specific Provider
    • Set:  Opens the Referring Provider screen to add or edit provider information.

    • Photo.png Close: Clears any selection made in the provider field.

  • Internal Provider: Allows to search for internal providers this is used for offices with more than one provider or centers. 
    • Set: Opens the Referring Provider screen to add or edit provider information. 

    •  Close: Clears any selection made in the provider field. 

  • In - Network: Indicates if the provider is in the EHRez network (For electronic referrals).
  • Direct: Displays the Direct Messaging address for the selected provider (If configured). Direct addresses are added to the referring provider record here: Settings / Office / Referring Provider.
    • Note: Direct addresses can be added to the referring provider record by manually entering the address into this field and pressing the "Enter" key or via the Settings Module here: Settings / Office / Referring Provider.
  • Attach Summary:  If checked and if the provider has a direct address, a C-CDA will be attached to the referral message being sent.
  • Use eReferral / Direct: Check to sent electronic referrals.
  • History: Displays all referrals given to the patient. 

 

  • Referral: Details of demographic and clinical information that are to be included in the referral. ("Referral Reason, Medications, Problems, Allergies, Vital Signs, Conclusion).
  • Demographics: Displays name, age, date of birth, address, e-mail and phone number.
  • Referral Reason
  • Clinical Information
  • Conclusion


  • Summary: Displays the patients Health Summary - C-CDA. 
  • What to include: Available data elements that can be included in C-CDA.
  • Health Summary: Displays the summary, based on the selected elements.


  • Response: Provide the details of the response of the referral. 



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