Document Referrals for Durable Medical Equipment

You can document a referral to Durable Medical Equipment (DME) 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 DME.
8. In Specialty/Therapy/DME, select a service item from the list.
   

9. To document related details, select the Additional Information link.
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.