Create an Obstetrics Referral

You can select the Medications or Immunizations links at any time during the encounter to open the associated module.

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. To learn more about documenting on the Referrals Order template, select any of the informational icons.
   

8. In the To section, select Obstetrics.
9. In the Provider name field, select to select a name from the Physician list.
10. Select the Location field and do one of the following:
    • Select a value from the list.
    • Select the upper blank row to enter a location in the field.
11. To indicate if authorization is required, select No or Yes.
12. To document related details, select the Additional Information link.
13. In the Diagnosis section, do the following:
    1. Select the Description field.
    2. If an assessment has not been documented for the patient encounter, select Add Assessment or Add Common assessment, and then select the Diagnosis field to enter it for the referral.
    3. Continue as needed in the three other available description fields.
14. In the Services requested section, select the appropriate type of service.
15. In the Clinical Indications section, document information in the Reason for Referral, time limit and Timeframe fields.
16. To text further directions, select the Instructions Detail link.
17. To filter the grid, in the Referrals ordered section, you can select Incomplete or Completed accordingly.
18. Select Add.
    Note: If tasking is configured, the Select Task Recipients template opens. Data entered through these fills in the Referrals ordered this encounter grid in the template.
19. Select Close.
    You are returned to the previous template with an entry for the new referral in the Referral History grid.