Add Referrals

You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template.

1. Open NextGen® Enterprise EHR.
2. Open a patient's record, and then open an encounter.
3. 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.
4. Select the Referrals tab.

   The Referrals Order template opens.

   You can select the information icon to learn more about the Referrals Order template.

5. On the Referrals tab, select the insurance provider.
6. Enter the insurance policy number, and then select the referral type.
7. Select the diagnosis from the list.
   Note: You must select at least one diagnosis for the referral.
8. Fill in the remainder of the template as appropriate.
9. To add the referral to the Referrals ordered this encounter grid, select Add.
10. Select Save & Close.
    The new referral entry appears in the Referral History grid on the Care Coordination Home Page template.