Document 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 the specialty.
   For example, select DME to add a referral for the durable medical equipment.
   Note: You can select Exclusions to document exceptions.
8. For Authorization, select Yes or No.
9. 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 then select Diagnosis to enter it for the referral.
10. In the Services requested section, select the appropriate type of service.
11. In the Clinical Indications section, enter the details for Reason for Referral, Time limit, and Timeframe.
12. In the Clinical Indications section, document the reason for referral.
13. Select Instructions Detail, and select Add.
14. Optional: To return to the previous template in the Referral History grid, select Close.