Adding Alerts for Referral Orders that Include Sensitive Information

NextGen® Adaptive Content Engine Help Enterprise 8

Open the Referrals Order Template

You can access the Referrals Order template in various way. There is more than one way to open the Referrals Order template. On the SOAP tab, in the Assessment / Plan panel, select Referrals in the navigation bar. On the Care Coordination Home template, in the Referral History section, select Add. Links and Buttons on Referrals Order Template Add a Referral You can select the Medications or Immunizations links at any time during the encounter to access the associated module. Document a Therapy Referral You can select the Medications or Immunizations links at any time during the encounter to access the associated module. Enter a Referral for Durable Medical Equipment You can updated topics as part of content improvement the Medications or Immunizations links at any time during the encounter to access the associated module. Adding Alerts for Referral Orders that Include Sensitive Information You can add alerts for referral orders. Flag an Attachment that Includes Sensitive Information Yo

NextGen® Adaptive Content Engine Help Enterprise 8

Flag an Attachment that Includes Sensitive Information

You can flag an attachment that has sensitive information. Open NextGen® Enterprise EHR. To open the Referral Attachments template, on the Referrals Order template, in the Attachments section, select Details. To select from the resulting list of possible documents and images from the patient’s chart that can be attached to the referral, select any of the eight available attachment fields. Note: On the list, a Yes in the Sensitive column reveals that the attachment is from an encounter that is marked as sensitive. As you select attachments, notice the red Sensitive text that appears to the right of the attachment label on the Referral Attachments template. To return to the Referrals Order template, select Save & Close. Note: If one or more selected attachments are from a sensitive encounter, a confirmation alert appears. To accept the attachments as is, select Yes on the alert window. The Referral Attachments template closes and text appears below the Attachment section that this referr

NextGen® Adaptive Content Engine Help Enterprise 8

Enter a Referral for Durable Medical Equipment

You can updated topics as part of content improvement the Medications or Immunizations links at any time during the encounter to access the associated module. Open NextGen® Enterprise EHR. To select the insurance provider from the resulting list, on the Referrals tab, select the Insurance name field. In the Policy # field, enter the insurance policy number. In the To section, select DME. To select a service item from the list, select the DME field. Referrals Template To document related details, select the Additional Information link. Referrals Template To indicate if authorization is required, select No or Yes. In the Diagnosis section, do the following: Select the Description field. If an assessment has not been documented for the patient encounter, select Add Assessment or Add Common assessment, and then select the Diagnosis field to enter it for the referral. Continue as needed in the three other available description fields. In the Services requested section, select the appropriat

NextGen® Adaptive Content Engine Help Enterprise 8

Add a Referral

You can select the Medications or Immunizations links at any time during the encounter to access the associated module. You can use the Referrals Order template to add a referral. Select any of the informational buttons to learn more about the Referrals Order template. Open NextGen® Enterprise EHR. On the Referrals Order template, in the Insurance name field, select to select from the patient's available options. Enter the insurance policy number in the Policy # field. In the To section, select Specialty/specialist name/site. To select a value from the list, select the Specialty field. Referrals Order The Provider name field fills 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 are 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

NextGen® Adaptive Content Engine Help Enterprise 8

Document a Therapy Referral

You can select the Medications or Immunizations links at any time during the encounter to access the associated module. Open NextGen® Enterprise EHR. To select the insurance provider from the resulting list, on the Referrals tab, select the Insurance name field. In the Policy # field, enter the insurance policy number. In the To section, select Therapies/Rehabilitation, and do one of the following: Select a value from the resulting list. Select the top, 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 top blank row to enter a location in the field. To indicate if authorization is required, select No or Yes: In the Diagnosis section, do the following: Select the Description field. If an assessment has not been documented for the patient encounter, select Add Assessment or Add Common assessment, and then select the Diagnosis field to enter it for the referral. Continue as needed in

NextGen® Adaptive Content Engine Help Enterprise 8

Documenting a Referral Order

In the Referrals Orders template in the tabbed template set, you can place or manage orders for referrals for other specialists, locations, therapies, and durable medical equipment (DME). When a referral includes attachments (for example, documents, NextGen® Enterprise EHR images, NextGen® Document Management images, and SAP® Crystal Reports®) that are generated during an encounter that is marked sensitive, the referral is also marked as sensitive. You are notified that sensitive information is being added to the referral and given the opportunity to continue documenting the referral with the sensitive attachment or returning to the Referral Attachments template to change the selection of attachments. Referrals Attachments is the only template enables the selection of attachments to a referral. For more information, go to NextGen Healthcare Success Community, and download the latest Referral Workflow Guide forNextGen®Share. The confirmation only appears when there is a change to the at

Adding Alerts for Referral Orders that Include Sensitive Information

Recommendations

Open the Referrals Order Template

Flag an Attachment that Includes Sensitive Information

Enter a Referral for Durable Medical Equipment

Add a Referral

Document a Therapy Referral

Documenting a Referral Order

Open the Referrals Order Template

Flag an Attachment that Includes Sensitive Information

Enter a Referral for Durable Medical Equipment

Add a Referral

Document a Therapy Referral

Documenting a Referral Order