Add a Referral
- Click the Add button on the Referral History panel.
The Referrals Order template appears with the Referral tab selected.
- Click the Insurance name field and select the insurance provider from the resulting list.
- Type the insurance policy number in the Policy # field.
- If creating a referral to a specialty, click the Specialty/specialist name/site option, then:
- Click the Specialty field and select a specialty from the resulting list.
The Provider name field auto-populates based on the set default referral provider recipient.
The Preferred Provider Picklist window opens if there are multiple referral providers (individual providers and practices) that have been configured to the specialty via File Maintenance.
Note: When you select a specialty and a referral provider (recipient) is set as default to that specialty; then the provider field auto populates with the details of the default referral provider (recipient). It could be a practice or a provider.Configuration must be done in File Maintenance for specialty specific referral provider (recipient) mapping. If NextGen Share is installed, then the configuration in File Maintenance is required for the provider field to auto populate.
- Click the Location field and select a location from the resulting list.
- Optionally click Address Detail and provide address information on the Referrals Address Details template.
If creating a referral for obstetrics, click the Obstetrics option, then:
- Click the blank field below Address Detail and select a provider from the resulting list.
- Click the Location field and select a location from the resulting list.
- Optionally click Address Detail and provide address information on the Referrals Address Details template.
- Optionally click Additional Information and provide additional pregnancy information on the Referrals Pregnancy Details template.
If creating a referral for therapy, click the Therapies option, then:
- Click the blank field below Address Detail and select a provider from the resulting list.
- Click the Location field and select a location from the resulting list.
- Optionally click Address Detail and provide address information on the Referrals Address Details template.
If creating a referral for Durable Medical Equipment (DME), click the DME option, then:
- Click the blank field below Address Detail and select a service item from the resulting list.
- Click the Location field and select a location from the resulting list.
- Optionally click Address Detail and provide address information on the Referrals Address Details template.
- Optionally click the Additional Information and provide additional DME information on the Referrals DME Details template.
- Click the Specialty field and select a specialty from the resulting list.
- Click the Diagnosis field and select the diagnosis from the resulting list.
Note: You must select at least one diagnosis for the referral.
- Fill in the remainder of the template as appropriate.
- Click the Add button near the bottom right to add the referral to the Referrals ordered this encounter grid at the bottom of the template.
- Once you have created the referral and added it to the grid, click the Save and Close button.
You are returned to the Care Coordination Home Page with an entry for the new referral in the Referral History grid.