NextGen Knowledge Center

Create an Obstetrics Referral

You can select the Medications or Immunizations links at any time during the encounter to open the associated module.
  1. Open NextGen® Enterprise EHR.
  2. To select an insurance provider from the resulting list, on the Referrals tab, select the Insurance name field.
  3. To learn more about documenting on the Referrals Order template, select any of the informational icons.
    Referrals Order

  4. Enter the insurance policy number in the Policy # field.
  5. In the To section, select Obstetrics.
  6. In the Provider name field, select to select a name from the Physician list.
  7. 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.
  8. To indicate if authorization is required, select No or Yes.
  9. To document related details, select the Additional Information link.
  10. In the Diagnosis section, do the following:
    1. Select the Description field.
    2. 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.
    3. Continue as needed in the three other available description fields.
  11. In the Services requested section, select the appropriate type of service.
  12. In the Clinical Indications section, document information in the Reason for Referral, time limit and Timeframe fields.
  13. To text further directions, select the Instructions Detail link.
  14. To filter the grid, in the Referrals ordered section, you can select Incomplete or Completed accordingly.
  15. Select Add.
  16. Select Close.
    You are returned to the previous template with an entry for the new referral in the Referral History grid.