NextGen Knowledge Center

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, FieldsDescription
Address DetailVerifies and/or updates the referred to and referred by contact information
Internal referralFor internal communications
Clinical information/ CommentsDocuments additional details
AttachmentsAccesses the available attachment details
InstructionsInstructions that you provided to the patient
Summary of Care/Record sentIndicates that the records are sent

The following icons and buttons are available on the Referrals tab:

Button/IconDescription
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 TaskEnables you to select the priority of and/or send the task to a pre-configured recipient for any further action.
ShareIf available, this button enables you to send a referral request as a Direct message to an outside provider. For further information, go to NextGen Healthcare Success Community, and download the latest Referral Workflow Guide forNextGen®Share.
Send TaskEnables you to notify another user about the referral.