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. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.
   The My Plan window opens.
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. In the To section, select Specialty/specialist name/site.
8. In Specialty/Therapy/DME, select a value from the list.
   

   The Provider name field is automatically filled based on the set default referral provider recipient.

   The Preferred Provider Picklist window opens if multiple referral providers (individual providers and practices) are configured for the specialty in File Maintenance.

9. Select Location, and do one of the following:
   • Select a value from the list.
   • Select the free text to enter a location.
10. Select No or Yes to indicate if authorization is required.
11. In the Diagnosis section, select Description.
12. If the patient encounter does not have a documented assessment, select Add Assessment or Add Common assessment, and then select the Diagnosis field to enter it for the referral.
13. Select a service in the Services requested section, and then enter the details in Clinical Indications.
14. Select the Instructions Detail link to enter your comments, and then select Add.
15. To return to the previous template in the Referral History grid, select Close.