Check for Outdated Closed Loop Referrals

NextGen® Enterprise EHR Help

Multiple Entries for the Same Referral

If a provider refers a patient to another provider in the same practice and if you have set Advanced Parameters > Provider Filtering to All, then you can see two different entries for the referral. Referrals within the Same Practice You can see that two entries are for the same referral if they have the same values for Latest Status, Initiator, Provider, and Reason. Additionally, the Create Date values are similar, differing only by a few seconds. To make it more obvious which entries are for the same referral, you can sort by Create Date or Reason. Additionally, the two entries have the same referral ID. You can view the referral ID for an entry by clicking the link in the Create Date column. The Referral pane appears and displays the referral ID. Referral ID For the entry with outbound directionality, the Next Step column identifies actions for the initiating provider. For the entry with inbound directionality, the Next Step column identifies actions for the receiving provider. Paren

NextGen® Enterprise EHR Help

Customize the Patient's Referral List

You can control the contents of the Patient's Referrals list, including viewing, filtering, and sorting. To filter the referral requests, which initially include all requests initiated or received by the currently selected provider for the currently loaded patient, do the following: On the Data Share module, select Advanced Parameters. Advanced Parameters Check Box Select options for filtering by provider, directionality (inbound or outbound), status, or due date. Select Apply Filter. To view referrals to or from a different destination, select from the Destination list. To sort the entries, select a column header. Column Headers for Referrals List Clicking repeatedly changes the sort direction between ascending and descending or removes the sorting from that column. If the requests do not fit on one page, use the page controls to change the number of requests displayed or to move to a different page. Page Controls To display details about a single request, select the date/time link 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

NextGen® Enterprise EHR Help

Cancel Closed Loop Referral Requests

Before you begin Select the patient and the provider who initiated the referral. In the referral entry, in the Next Step column, select Cancel. Cancel Button for a Closed Loop Referral When prompted, enter a reason for the cancellation, and then select OK. The Latest Status value changes to Canceled. The status later changes to CancelConfirmed if the recipient confirms the cancellation. Parent topic: Managing Outbound Closed Loop Referrals

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

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

Check for Outdated Closed Loop Referrals

Recommendations

Multiple Entries for the Same Referral

Customize the Patient's Referral List

Viewing Closed Loop Referral Requests

Cancel Closed Loop Referral Requests

Change the Receiving Provider for a Closed Loop Referral

Managing Outbound Closed Loop Referrals

Multiple Entries for the Same Referral

Customize the Patient's Referral List

Viewing Closed Loop Referral Requests

Cancel Closed Loop Referral Requests

Change the Receiving Provider for a Closed Loop Referral

Managing Outbound Closed Loop Referrals