Document a Therapy Referral

You can select the Medications or Immunizations links at any time during the encounter to access the associated module.

1. Open NextGen® Enterprise EHR.
2. To select the insurance provider from the resulting list, on the Referrals tab, select the Insurance name field.
3. In the Policy # field, enter the insurance policy number.
4. 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.
5. 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.
6. To indicate if authorization is required, select No or Yes:
7. 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.
8. In the Services requested section, select the appropriate type of service.
9. In the Clinical Indications section, document details in the Reason for Referral, time limit and Timeframe fields.
10. Select Add.
    Note: If tasking is configured, the Select Task Recipients template opens. Data entered through these steps fills in the Referrals ordered this encounter grid at the bottom of the template.
    Note: In the Referrals ordered section, you can select Incomplete or Completed to filter the grid accordingly.
11. To return to the previous template with an entry for the new therapy referral in the Referral History grid, select Close.