Cancel Closed Loop Referral Requests

NextGen® Enterprise EHR Help

Change the Receiving Provider for a Closed Loop Referral

You cannot directly change the referral recipient for a referral request that is still in progress. Instead, you can initiate a new referral request for the same referral order. When you do this, NextGen® Enterprise EHR automatically cancels the original referral request. In the Data Share module, select the Export tab. In the To field, specify the new referral recipient. In the Associated Referral field, select the same referral order that you did in the original referral request. Fill in the remaining fields the same way that you did in the original referral request, and then select Preview and Export. NextGen® Enterprise EHR creates a new referral request. Depending on whether the recipient can receive closed loop referrals, NextGen® Enterprise EHR sends a closed loop referral or a direct message referral. Additionally, NextGen® Enterprise EHR sends a cancellation notice to the recipient of the original closed loop referral request. Parent topic: Managing Outbound Closed Loop Referr

NextGen® Enterprise EHR Help

Send Updated Information for a Closed Loop Referral

The 360 Exchange Closed Loop Referral (360x) profile does not provide a way for the initiating provider to send updated clinical data to the receiving provider. To fulfill this need, NextGen® Enterprise EHR sends such updates as direct messages instead of closed loop messages. In the Data Share module, select the Export tab. On the Encounter History tab, select a newer encounter than the one used for the original referral request. This newer encounter can include newer clinical information, such as test results. In the To field, specify the original referral recipient. In the Associated Referral field, select the same referral order that you did in the original referral request. If you need to add an attachment, then do the following: In the Clinical Information pane, set Export Type to Manual Data Selection. In the Attachments pane, select an attachment. Fill in the remaining fields the same way that you did in the original referral request, then select Preview and Export. NextGen® En

NextGen® Enterprise EHR Help

Managing Outbound Closed Loop Referrals

When you initiate a referral in the Data Share module, it is sent as either a simple referral or a closed loop referral, depending on the capabilities of the receiving system. For a closed loop referral, you can use the Closed Loop Referrals tab to view or cancel the referral. You can also use the Export tab to send updated information or to send the referral to a different provider. Cancel Closed Loop Referral Requests You can cancel a closed loop referral if you decide that it is no longer needed. Change the Receiving Provider for a Closed Loop Referral While a closed loop referral request is in progress, you can create a new referral request to send the same referral order to a different receiving provider. Send Updated Information for a Closed Loop Referral While a closed loop referral request is in progress, you can create a new referral request to send updated clinical data to the receiving provider. Parent topic: Working with Closed Loop Referrals

NextGen® Enterprise EHR Help

Check for Outdated Closed Loop Referrals

When a referral is first initiated, the initiator can specify a desired time frame. Later, you can check for referrals that have not been completed within the desired time frame. On the Closed Loop Referrals tab, select the Advanced Parameters check box. In the Advanced Parameters panel, set Status Filtering to Active and Date Filtering to the current date. Status Filtering and Date Filtering Parameters Select Apply Filter. The referral list is updated to show only active referrals due on or before today's date. Referrals List with Filter Applied If needed, send a reminder to the receiving provider for outbound referrals. Note: You can contact the provider by using phone or email. You cannot send reminders within the Data Share module. Parent topic: Viewing Closed Loop Referral Requests Related tasks Cancel Closed Loop Referral Requests Change the Receiving Provider for a Closed Loop Referral

NextGen® Enterprise EHR Help

Managing Inbound Closed Loop Referrals

On the Closed Loop Referrals tab, the Directionality value is Inbound if the current provider is the referral recipient. The Next Steps column displays buttons for each available action. Different subsets of these actions are available depending on the current status of the referral request. Actions for Inbound Requests Accept and Decline are available for a newly initiated referral. Note: Before accepting a referral, you should select the link in the Create Date column and read the Referral Timeframe on the resulting window. Typically, you should not accept a referral if the receiving provider will not be available within the requested timeframe. Confirm Cancel is available only for referrals that are canceled by the initiator. This action changes the referral status to CancelConfirmed, which means that no further actions are needed from the initiator or recipient. Send Interim Consult Note sends clinical data without closing the referral. This action changes the referral status to In

NextGen® Enterprise EHR Help

Viewing Closed Loop Referral Requests

In the Data Share module, on the Closed Loop Referrals tab, the Patient's Referrals list displays inbound and outbound referrals for the currently loaded patient. Only 360x-compliant (closed loop) referrals are shown. Initially, the list includes only referrals to or from the current provider (the provider selected in the Top Toolbar). However, you can change the settings in Advanced Parameters to include referrals to or from all providers. Closed Loop Referrals The following columns are available for each referral request in the Patient's Referrals list. Column Heading Description Create Date The date that the referral request was first initiated, not the date of the most recent action for that request. Next Step Buttons for any available actions. Different buttons are listed, depending on the current status of the referral request and the directionality. Latest Status For an active request: Initiated, Canceled, Accepted, Declined, or InterimCommunicated. For a completed request: Canc

Cancel Closed Loop Referral Requests

Before you begin

Recommendations

Change the Receiving Provider for a Closed Loop Referral

Send Updated Information for a Closed Loop Referral

Managing Outbound Closed Loop Referrals

Check for Outdated Closed Loop Referrals

Managing Inbound Closed Loop Referrals

Viewing Closed Loop Referral Requests

Change the Receiving Provider for a Closed Loop Referral

Send Updated Information for a Closed Loop Referral

Managing Outbound Closed Loop Referrals

Check for Outdated Closed Loop Referrals

Managing Inbound Closed Loop Referrals

Viewing Closed Loop Referral Requests