basic referral workflow - intranet · referral form lab results 3. collect all the data you will...
TRANSCRIPT
Basic Referral Workflow
1. Physician orders referral. The referral should be tasked to you; however, if it is not,
you can find it in the encounter. Below you will see where the form is found
accompanying a PROVIDER TEST ACTION. The Provider may also create a referral
during an office visit. In that case, the referral will be found in the ENCOUNTER.
** NOTE: THE REFERRAL MAY NOT ALWAYS BE IN THE ENCOUNTER OF THE DAY OF
THE ACTUAL VISIT. AS SEEN ABOVE, THE PHYSICIAN MAY OPEN A SEPARATE
ENCOUNTER TO COMPLETE THE REFERRAL ACTION!**
2. The following paperwork needs to be sent, in most cases. You will ATTACH these
items in the CUSTOM PRINT / SEND feature from the FILE menu at the top left of the
NextGen EHR screen.
Referral Form
Last Encounter (Master IM)
Latest Lab Results
Face Sheet
(Examples of following page)
Encounter Face Sheet
Referral Form Lab Results
3. Collect ALL the data you will need to get the referral to the specialist. (Fax number,
patient’s preferred time, etc.). **NOTE* *: Some specialists prefer to schedule the
patients directly and may not need patients data because they will contact patient
directly.
*** NOTE: THERE MAY BE TIMES WHERE A PRE-AUTHORIZATION IS REQUIRED FOR
SERVICES. IN THAT CASE YOU MUST CALL THE INSURANCE COMPANY AND RECEIVE
AUTHORIZATION TO SEND THE PATIENT TO THE SPECIALIST. ***
4. From the FILE menu at the top of the screen, select CUSTOM PRINT/SEND.
5. Change the MODE to FAX.
6. You can select items to fax by either ENCOUNTER or CATEGORY.
7. Move the items you need from the left to the right by highlighting the item and using
the arrows. Make sure you notate the encounter your items are in so they are
easier to find.
8. When you get all your items you need to fax, click the FAX button.
9. In the SEND FAX box, Select PERFORMING ENTITY for the destination. Enter the
information required to get the referral to the specialist. You can use the open box
in the right lower corner to send any special information that you need to go with
the referral (specific times, days, dates, etc.)
10. To check the status of the fax you just sent, go to FAX STATUS under the VIEW
menu at the top of the screen.
11. Leave the USER set to CURRENT USER (1). Click the SEARCH button (2). This will
pull up ALL the faxes for YOU. You can narrow what you want to look at by
changing the STATUS to PENDING, FAILED, EXTERNAL, OR SENT.
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Faxing Lab Results
1. Go to the ORDERS MODULE by clicking the test tube icon on the PATIENT HISTORY
box on the righ side of the screen in the patients chart.
2. Select the results you need to send by clicking on the row you need to send.
3. Expand the RESULTS window by clicking on the arrow on the far left side of the
RESULTS bar.
4. Click on the FAX feature.
5. The steps for faxing are just like steps 9 through 11 ABOVE.
Document, Document, Document!!!!
Don’t forget to document that you faxed the referral. This will allow others to
see the status of the patient’s referral.