Document an Internal Referral

NextGen Behavioral Health Suite Help 5.6

Track Internal Referrals

You can track internal referrals and generate reports from SAP® Crystal Reports® for each referral. Open NextGen® Enterprise EHR, and then select File > System \ Practice Template. Select the Practice tab, and then select All. Open the Referral Tracking (BH) template. In the Referral Orders panel, review the referral orders created from the Referral Management template. Select an order and select Open Chart to open the patient's chart. In the Internal Referral by Provider and Internal Referral by Specialty panels, filter the orders by provider, specialty, and program to review the required orders. To generate the report from SAP® Crystal Reports® of the internal referral, select the required referral order, and then select Print Report. In the Tasks for Internal Referrals panel, filter tasks by their status, review them, and select Print Report to generate the report from SAP® Crystal Reports® for the associated tasks. Parent topic: Internal Referral Workflow

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Internal Referrals

You can create internal referrals from one department or team to another using the Referral Management template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the specialty as Family Practice and the visit type as Office Visit, and then select My Plan. The My Plan window opens. Select the Referrals tab.The Referral Management template opens. Select Internal Referral from the To section.The NG Share option disappears, and the Internal Referral checkbox is selected automatically for quality reporting purposes. In Specialty/Therapy/DME, select a specialty, if applicable. Optional: Select a program. Note: The Program field is available if the Enable Referral Program checkbox is selected in the Practice Configuration template in the Orders/Plans > Referral Program section. Select a diagnosis. Select a reason for the referral, and enter comments as applicable. Select Add.The referral order and task are created, and they ap

NextGen Behavioral Health Suite Help 5.6

Internal Referral Workflow

You can track internal referrals created from the Referral Management template and generate reports of each referral. The Internal Referral feature enhances the workflow for Integrated Care practices by providing a consolidated solution for initiating, tracking, and closing internal referrals between specialties, such as from medical providers to behavioral health providers. This feature completes the practice template by integrating reports generated from SAP® Crystal Reports® for each referral tracking panel, enabling practices to generate detailed reports directly within the system. Document an Internal Referral You can create internal referrals from one department or team to another. Track Internal Referrals You can track internal referrals and generate reports from SAP® Crystal Reports® for each referral. Parent topic: Using NextGen Behavioral Health Suite

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add Referrals

You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template. You can use the Referrals Order template to add a referral. You can select any of the information icons to learn more about the Referrals Order template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. In the To section, select Specialty/specialist name/site. In Specialty/Therapy/DME, select a value from the list. Options to document the Referrals Order template The Provider name field is automatically filled based on the set default

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Referrals

You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. In the To section, select the specialty.For example, select DME to add a referral for the durable medical equipment. Note: You can select Exclusions to document exceptions. For Authorization, select Yes or No. In the Diagnosis section, select the diagnoses. Note: If an assessment is not documented for the patient encounter, you can select Add Assessment or Add Common Assessment, and the

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Add Referrals

You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. To open the Referrals Order template, do one of the following: On the Intake template, in the Orders section, select Referrals from the list, then select Add. On the SOAP template, in the Assessment/Plan section, select Referrals from the list. On the Care Coordination Home template, in the Referral History section, select Add. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. Select the diagnosis from the list. Note: You must select at least one diagnosis for the referral. Fill in the remainder of the template as appropriate. To add the referral to the Referrals ordered thi

Document an Internal Referral

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