Customize the Patient's Referral List

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

Viewing CDA Documents in Custom View

Clinical Document Architecture (CDA) documents can contain hundreds of sections. To help you focus on the most important sections for your daily work, the Custom View tab supports the following subset of CDA sections that contain the most critical information: Demographics Header Medications Meds Administered Allergies Problems Immunizations Results Encounters Vital Signs Procedures Family History Social History Advanced Directives Medical Equipment Payers Reason for Referral Discharge Summary Note Consultation Note History And Physical Note Progress Note To see any of the sections not supported in the Custom View tab, refer to the Full View tab. Features of the Custom View You can use the Custom View tab to go to a specific section; reorder, filter, or sign off sections; send a section as a task; or open the Clinical Reconciliation module. Configure General Options for Custom View You can use general options to control the appearance and behavior for all documents, not just the curren

NextGen® Enterprise EHR Help

Viewing CDA Documents in Custom View

Clinical Document Architecture (CDA) documents can contain hundreds of sections. To help you focus on the most important sections for your daily work, the Custom View tab supports the following subset of CDA sections that contain the most critical information: Demographics Header Medications Meds Administered Allergies Problems Immunizations Results Encounters Vital Signs Procedures Family History Social History Advanced Directives Medical Equipment Payers Reason for Referral Discharge Summary Note Consultation Note History And Physical Note Progress Note To see any of the sections not supported in the Custom View tab, refer to the Full View tab. Features of the Custom View You can use the Custom View tab to go to a specific section; reorder, filter, or sign off sections; send a section as a task; or open the Clinical Reconciliation module. Configure General Options for Custom View You can use general options to control the appearance and behavior for all documents, not just the curren

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

Customize the Patient's Referral List

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Multiple Entries for the Same Referral

Customize the Patient's Referral List

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Customize the Patient's Referral List

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Customize the Patient's Referral List

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