Links and Buttons on the Referrals Order Template

Links, Checboxes, Fields	Description
Address Detail	Verifies and/or updates the referred to and referred by contact information.
Internal referral	For internal communications.
Clinical information/ Comments	Documents additional details.
Attachments	Opens the available attachment details.
Instructions	Instructions that you provided to the patient.
Summary of Care/Record sent	Indicates that the records are sent.

Button/Icon	Description
	Provides information on associated core/menu objectives for Quality Reporting.
	Opens the Quick Task Setup template, which allows you to set up a new quick tasking action.
Quick Task	Allows you to select the priority of and/or send the task to a pre-configured recipient for any further action.
Share	If available, this button allows you to send a referral request as a Direct message to an outside provider. For further information, go to NextGen Healthcare Success Community, and download the Referral Workflow Guide for NextGen® Share.
Send Task	Allows you to notify another user about the referral.

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document a Therapy Referral

You can select the Medications or Immunizations links at any time during the encounter to open the associated module. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. In the To section, select Therapies/Rehabilitation, and do one of the following: Select a value from the resulting list. Select the upper blank row in the list to enter a therapy name in the field. 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. To indicate if authorization is required,

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Create an Obstetrics Referral

You can select the Medications or Immunizations links at any time during the encounter to open the associated module. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. Open the Intake template, select the Family Practice specialty and Office Visit visit type, and then select My Plan.The My Plan window opens. Select the Referrals tab. The Referrals Order template opens. You can select the information icon to learn more about the Referrals Order template. On the Referrals tab, select the insurance provider. Enter the insurance policy number, and then select the referral type. To learn more about documenting on the Referrals Order template, select any of the informational icons. Referrals Order In the To section, select Obstetrics. In the Provider name field, select to select a name from the Physician list. 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. To in

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Document Internal Referrals

You can create internal referrals from one department or team to another using the Referral Management template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. 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. Select the Referrals tab.The Referral Management template opens. Select Internal Referral from the To section.The NG Share option disappears, and the Internal Referral checkbox is selected automatically for quality reporting purposes. In Specialty/Therapy/DME, select a specialty, if applicable. 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. Select a diagnosis. Select a reason for the referral, and enter comments as applicable. Select Add.The referral order and task are created, and they ap

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Documenting Referral Orders

You can place or manage orders for referrals of other specialists, locations, therapies, and durable medical equipment (DME) in the Referrals Orders or Referral Management template. When a referral includes sensitive attachments, such as documents, NextGen® Enterprise EHR and NextGen® Document Management images, and SAP® Crystal Reports®, the referral is marked as sensitive. You can change sensitive attachments by using the Referral Attachments template. For more information, go to NextGen Healthcare Success Community, and download the Referral Workflow Guide for NextGen® Share and for Dermatology and Ophthalmology specialties, the Managing Sensitive Encounters in NextGen® Enterprise. After you create a referral order, you can send it as a referral request to the receiving provider. For more information, go to NextGen Healthcare Success Community, and download the Referral Workflow Guide for NextGen® Share. Open the Referrals Order Template You can open the Referrals Order template in

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Links and Buttons on Referrals Order Template

The following links, fields, and checkboxes are available on the Referrals tab. Link/checkbox/Field Description Address Detail To verify and/or update any of the referred to and by contact information. Internal referral For internal communications, select Internal referral checkbox. Clinical information/Comments In the Clinical information/Comments section, click to document in the field. Attachments In the Attachments section, click the Details button to launch the Referral Attachments template. Instructions In the Instructions section, select the Patient referral/instructions given option if they have been provided to the patient. Summary of Care/Record sent To indicate that the records have been sent, select Summary of Care/Record sent. The following icons and buttons are available on the Referrals tab. Button/Icon Description To learn about the associated core/menu objectives for Quality Reporting, click the quality button. To set up a new quick tasking action, click the cog to ope

NextGen® Adaptive Content Engine Help Enterprise 8.3.1

Links and Buttons on the Diagnostic Studies Tab

The following icons and buttons are available on the Diagnostic Studies tab: Button/Icon Description The Quality button opens the Information Display template, which includes information on the quality measure associated with a diagnosis for lower back pain. To set up a new quick tasking action, select the cog button to open the Quick Task Setup template. Quick Task To select the priority of and/or send the task to a pre-configured recipient for any further action, select Quick Task. Expand To open the All Diagnostic Studies - Orders template and view a list of all diagnostic studies ordered in the current encounter, select Expand. Parent topic: Add or Update Assessment Template Parent topic: Document an Order for Diagnostic Studies Parent topic: Place an Order for Diagnostic Studies

Links and Buttons on the Referrals Order Template

Recommendations

Document a Therapy Referral

Create an Obstetrics Referral

Document Internal Referrals

Documenting Referral Orders

Links and Buttons on Referrals Order Template

Links and Buttons on the Diagnostic Studies Tab

Document a Therapy Referral

Create an Obstetrics Referral

Document Internal Referrals

Documenting Referral Orders

Links and Buttons on Referrals Order Template

Links and Buttons on the Diagnostic Studies Tab