Managing Incoming Referrals

NextGen Behavioral Health Suite Help 5.5

Document Incoming Referrals

You can document referral details for the incoming referrals. From the Tis Incoming Referrals window, select the Incoming Referrals tab. Incoming Referrals window Expand the Referrals panel. Referrals panel Enter the referral details in the respective fields. Note: The Referral Date and Program fields link future documentation to this referral. Select Add.The referral information appears in the grid. Optional: To update an existing referral, select the item in the grid, make the required modifications, and then select Update. Optional: To delete an existing referral, select the item in the grid, and then select Delete Row. Note: If you delete a row in the Referrals panel, you must manually delete the remaining information from the Insurance Info, Contact, Appointment, and Documents panels that refer to the deleted referral. Optional: To send a task to a staff member or group, select Task. Parent topic: Managing Incoming Referrals

NextGen Behavioral Health Suite Help 5.5

Document Insurance Details for an Incoming Referral

From the Tis Incoming Referrals window, select the Incoming Referrals tab. Expand the Insurance Info panel. Referral Insurance Panel Enter the insurance details in the respective fields. Note: Link your entry to the referral using the picklists from the Ref Date and Ref Program fields. Select Add. The information appears in the grid. Note: If you select Save from the top toolbar, the window saves and closes. To avoid closing the template between each tab completion, select the next tab. The information is saved when added to the grid. Optional: To update information, select the item in the grid, make the required modifications, and then select Update. Optional: To delete existing information in the grid, select the item in the grid, and then select Delete Row. Optional: To send tasks to a staff member or group, select Task. Parent topic: Managing Incoming Referrals

NextGen Behavioral Health Suite Help 5.5

Document Referral Contact

You can document contact details of the incoming referrals. From the Tis Incoming Referrals window, select the Referral Contact Appt Scheduling tab. Expand the Contact panel. Referral Contact Panel Enter contact details in the respective fields. Note: Link your entry to the referral using the picklists from the Ref Date and Ref Program fields. Select Add. The information appears in the grid. Note: If you select Save from the top toolbar, the window saves and closes. To avoid closing the template between each tab completion, select the next tab. The information is saved when added to the grid. Optional: To update information, select the item in the grid, make the required modifications, and then select Update. Optional: To delete existing information in the grid, select the item in the grid, and then select Delete Row. Optional: To send tasks to a staff member or group, select Task. Parent topic: Managing Incoming Referrals

NextGen Behavioral Health Suite Help 5.5

Add Documentation to Incoming Referrals

You can document the details about the documentation related to an incoming referral. You can identify the document name, the referring agency, the dates needed, and the received date. You can link each document to an existing referral to track documents across multiple referrals, if needed. From the Tis Incoming Referrals window, select the Incoming Documentation tab. In the Documents panel, select the document name. Note: If the document is not in the picklist, you can select Cancel to enter free text in the Document Name field. In the Referring Agency field, select the agency. Note: If the agency is not available in the picklist, you can select Cancel to enter free text for the agency name. Enter the received date, expiration date, and comments. Select whether the documentation is complete for the referral. To link your entry to the referral, select Ref Date and Ref Program. Select Add. The documentation details appear in the grid. Optional: To update existing information, select th

NextGen Behavioral Health Suite Help 5.5

Document Appointment Schedules with a Referral Contact

You can document appointment schedules with the referral contact. From the Tis Incoming Referrals window, select the Referral Contact Appt Scheduling tab. Expand the Appointment panel. Appointment Schedule Panel Enter appointment details in the respective fields. Note: Link your entry to the referral using the picklists from the Ref Date and Ref Program fields. Select Add. The appointment details appear in the grid. Note: If you select Save at the top of the window, the window saves and closes. To avoid closing the template between each tab completion, select the next tab. The information is saved when added to the grid. Optional: To update existing information, select the item in the grid, make the required modifications, and then select Update. Optional: To delete existing information in the grid, select the item, and then select Delete Row. Parent topic: Managing Incoming Referrals

NextGen Behavioral Health Suite Help 5.5

Managing Patient Details through Template Header Links

You can manage patient details from the template header links. Template header links are available on each BH medical record template. You can view important information about the patient, and complete additional details from the template header links. template header links The following links are available: Care Team You can consolidate the client's care team information to one location. This enables providers to meet Stage 3 Quality Reporting Certification for 2017 by enabling providers to reference a comprehensive and up-to-date list of a patient’s care team members. The list includes patient care team members who are entered throughout NextGen® Adaptive Content Engine. Members added using the Care Team Members template only appear on the Care Team Members template. For more information on using the Care Team Members template, go to NextGen Healthcare Success Community and download the Care Team User Guide for NextGen® Adaptive Content Engine. Incoming Referrals You can manage incom

Managing Incoming Referrals

Recommendations

Document Incoming Referrals

Document Insurance Details for an Incoming Referral

Document Referral Contact

Add Documentation to Incoming Referrals

Document Appointment Schedules with a Referral Contact

Managing Patient Details through Template Header Links