Document Internal Referrals

You can create internal referrals from one department or team to another using the Referral Management template.

1. Open NextGen® Enterprise EHR.
2. Open a patient's record, and then open an encounter.
3. 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.
4. Select the Referrals tab.
   The Referral Management template opens.
5. Select Internal Referral from the To section.
   The NG Share option disappears, and the Internal Referral checkbox is selected automatically for quality reporting purposes.
6. In Specialty/Therapy/DME, select a specialty, if applicable.
7. 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.
8. Select a diagnosis.
9. Select a reason for the referral, and enter comments as applicable.
10. Select Add.
    The referral order and task are created, and they appear in the Referrals ordered grid.