Multiple Entries for the Same Referral

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

Check for Outdated Closed Loop Referrals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

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

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

Help Guide for NextGen® Enterprise PM 8

Submit New Referral Inquiry

To submit a New Referral Inquiry: Right-click and select New Referral from one of the defined access paths. The New Referral Entry appears. Complete the following required fields: Replace with table Patient Insurances Requesting Physician Referred To Entity Type Place of Service Complete the optional fields: Requesting Location (leave blank) Code Qualifier (leave blank) ID Code (leave blank) Reference Code Qualifier (leave blank) CPT4 ICD-CM Reference ID Code (leave blank) Number of Encounters Notes (not sent to payer but displays on response - 255-character limit) Select OK. The inquiry is now being processed. The Progress bar appears under Ready to Submit. When the submission is complete, the system displays the response in the Referral Result window. To print a copy of the eligibility response for your records, select the print option. Select Close. Note: Each time an inquiry is submitted and a response is received, a significant event is logged. When a response is received, a chart

Help Guide for NextGen® Enterprise PM 8

Referral History Inquiries

Do the following to submit a referral history inquiry: Right-click and select Referral History from one of the defined access paths. The Provider Referral Inquiry appears. Complete the following required fields: Patient Insurances Requesting Physician Complete the optional fields: Requesting Location (leave blank) Referred To Entity Type Code Qualifier (leave blank) ID Code (leave blank) Reference Code Qualifier (leave blank) Reference ID Code (leave blank) Notes (not sent to payer but displays on response - 255-character limit) Select OK. The inquiry is now being processed. The progress bar at the bottom of the dialog box displays under Ready to Submit. When the submission is complete, the system displays the response in the Referral Result window. View the Transaction Details, Service Provider Details, and Subscriber Details. Note: Scroll-down and view additional information; for example, Services Detail and procedure and diagnosis codes, and benefit dates. To print a copy of the eli

Multiple Entries for the Same Referral

Recommendations

Customize the Patient's Referral List

Check for Outdated Closed Loop Referrals

Viewing Closed Loop Referral Requests

Managing Inbound Closed Loop Referrals

Submit New Referral Inquiry

Referral History Inquiries

Customize the Patient's Referral List

Check for Outdated Closed Loop Referrals

Viewing Closed Loop Referral Requests

Managing Inbound Closed Loop Referrals

Submit New Referral Inquiry

Referral History Inquiries