Update a Referral
Open
NextGen® Enterprise EHR
.
Select to highlight the referral on the
Referral History
grid that you want to update.
Select
Edit
.
The
Referrals – Orders
template appears.
Update the template with the new information.
Select
Save
.
You are returned to the
Care Coordination Home Page
with the entry for the referral updated in the
Referral History
grid.
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Update a Referral
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Remove a Referral
Open NextGen® Enterprise EHR. Select to highlight the referral on the Referral History panel that you want to remove. Select Remove.You are prompted to confirm the delete. Select Yes.You are returned to the Care Coordination Home Page with the selected referral removed from the Referral History grid. Parent topic: Referral History Panel
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Add Referrals
You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template. Open NextGen® Enterprise EHR. Open a patient's record, and then open an encounter. To open the Referrals Order template, do one of the following: On the Intake template, in the Orders section, select Referrals from the list, then select Add. On the SOAP template, in the Assessment/Plan section, select Referrals from the list. On the Care Coordination Home template, in the Referral History section, select Add. 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. Select the diagnosis from the list. Note: You must select at least one diagnosis for the referral. Fill in the remainder of the template as appropriate. To add the referral to the Referrals ordered thi
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Generate a Referral Document
Open NextGen® Enterprise EHR. Select to highlight the referral on the Referral History grid for which you need the document. Select Referral.The system generates and displays the requested referral document. Parent topic: Referral History Panel
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Referral History Panel
The Referral History panel lists all the referrals that have been issued for the current patient. If necessary, you can add a new referral or update an existing referral from this panel. Referral History For more information, go to NextGen Healthcare Success Community, and download the Referral Workflow Guide for NextGen® Share. Add Referrals You can document a referral to a specialty, obstetrics, and therapy for a patient in the Referrals Order template. Update a Referral Remove a Referral Generate a Referral Document Parent topic: Care Coordination Home Page
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Update a Barrier to Care
Open NextGen® Enterprise EHR. Select to highlight the barrier to care on the Barriers to Care panel that you want to update. Select the Edit button.The Barriers to Care template appears populated with data for the selected barrier to care. Update the fields on the template as required. Select the Save & Close button.You are returned to the Care Coordination Home Page with the selected barrier to care updated on the Barriers to Care grid. Parent topic: Barriers to Care Panel for the Care Coordination Home Page
NextGen® Adaptive Content Engine Help Enterprise 8.3.1
Edit an Existing Nursing Care Plan
The existing nursing care plan information can be updated when required. Open NextGen® Enterprise EHR. Access the Care Coordination Home Template. Expand the Nursing Care Plan History panel. From the Nursing Care Plan History panel, select the record that you want to update. Select Edit.The Nursing Care Plan Data template opens. Update the information on the Nursing Care Plan Data template following the instructions given for adding a nursing care plan. To save the updates, select Save & Close. Parent topic: Nursing Care Plan History Panel for the Care Coordination Home Page See also Access the Care Coordination Home Template
