Links and Buttons on Referrals Order Template

Link/Check box/Field	Description
Address Detail	To verify and/or update any of the referred to and by contact information.
Internal referral	For internal communications, select Internal referral check box.
Clinical information/Comments	In the Clinical information/Comments section, click to document in the field.
Attachments	In the Attachments section, click the Details button to launch the Referral Attachments template.
Instructions	In the Instructions section, select the Patient referral/instructions given option if they have been provided to the patient.
Summary of Care/Record sent	To indicate that the records have been sent, select Summary of Care/Record sent.

Button/Icon	Description
	To learn about the associated core/menu objectives for Quality Reporting, click the quality button.
	To set up a new quick tasking action, click the cog to open the Quick Task Setup template.
Quick Task	To select the priority of and/or send the task to a pre-configured recipient for any further action, click the Quick Task button. For more information on quick tasking, go to NextGen Healthcare Success Community and download the latest Getting Started Guide for NextGen® Adaptive Content Engine.
Send Task	To alert another employee about the referral, click the Send Task button.

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

Links and Buttons on the Referrals Order Template

You can use links and buttons on the Referrals Order template to complete the workflow easily. Links, Check boxes, Fields Description Address Detail Verifies and/or updates the referred to and referred by contact information Internal referral For internal communications Clinical information/ Comments Documents additional details Attachments Accesses the available attachment details Instructions Instructions that you provided to the patient Summary of Care/Record sent Indicates that the records are sent The following icons and buttons are available on the Referrals tab: Button/Icon Description Provides information on associated core/menu objectives for Quality Reporting. Opens the to Quick Task Setup template, which enables you to set up a new quick tasking action. Quick Task Enables you to select the priority of and/or send the task to a pre-configured recipient for any further action. Share If available, this button enables you to send a referral request as a Direct message to an outs

NextGen® Orthopedic Suite Help 80.2.14.0

Document Details of Referrals

You can document the details of referrals to order them for a patient. Open the Home or any other applicable template, select Orders from the upper navigation bar, and then select Single Order. Expand the Referrals panel. Optional: To indicate that the referral is internal, select Internal referral. Select the date of injury and insurance name. Note: By default, the encounter date appears in Date. You can change the date, if needed. The policy number is automatically filled based on the selected insurance name. In the To section, do one of the following to select the recipient: To add a referral for a specialty or provider, select Specialty/specialist name/site, and then select the specialty, provider name, and reason. To add a referral for therapy, select Therapies/Rehabilitation, and then select the therapy type and reason. Select the services requested and time frame for referral. Optional: To assign a task to a user or workgroup, select Task . In Clinical information/Comments, ente

NextGen® Orthopedic Suite Help 80.2.14.0

Order Referrals in the Referral Order Template

You can place referral orders for other specialties, providers, therapies, and durable medical equipment. Open the Home or any other applicable template, select Orders from the upper navigation bar, and then select Referral Order. The Referral Order template opens. To add diagnoses and procedures for the order, select Dx & Px. Note: Selecting procedures is optional; however, you must select at least one diagnosis to order referrals. Optional: To indicate that the referral is internal, select Internal referral. Select the date of injury and insurance name. Note: By default, the encounter date appears in Date. You can change the date, if needed. The policy number is automatically filled based on the selected insurance name. In the To section, do one of the following to select the recipient: To add a referral for a specialty or provider, select Specialty/specialist name/site, and then select the specialty, provider name, and reason. To add a referral for therapy, select Therapies/Rehabili

NextGen® Adaptive Content Engine Help Enterprise 8

Links and Buttons on the Office Procedures Tab

The following links, fields, and check boxes are available on the Office Procedures tab: Link/Check box/Field Description Points of care tests options To indicate that an injection, IV fluid, or medication was required, select the associated option. Immunization Alert To enter additional comments about an immunization, click and type In the Immunization Alert field. Seq, Strength, Dose, Units, Route, Side, Site, Exp date, Lot number, Manufacturer To enter other details, click the Seq, Strength, Dose, Units, Route, Side, Site, Exp date, Lot number, and/or Manufacturer fields. Performed option To indicate that the procedure is complete, select the Performed option. Schedule field To enter a suggested timeframe for the procedure, click the Schedule field. Lab/Radiology Order Processing link To submit a lab or radiology order, click the Lab/Radiology Order Processing link. Immunizations link To open the Immunizations module, click the Immunizations link. For details on the Immunizations mo

Links and Buttons on Referrals Order Template

Recommendations

Enter a Referral for Durable Medical Equipment

Add a Referral

Links and Buttons on the Referrals Order Template

Document Details of Referrals

Order Referrals in the Referral Order Template

Links and Buttons on the Office Procedures Tab

Enter a Referral for Durable Medical Equipment

Add a Referral

Links and Buttons on the Referrals Order Template

Document Details of Referrals

Order Referrals in the Referral Order Template

Links and Buttons on the Office Procedures Tab