Prerequisites for Closed Loop Referrals

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

Prerequisites for Closed Loop Referrals

For your practice to use closed loop referrals, NextGen Healthcare Support must configure the following: Install or upgrade to NextGen® Enterprise EHR 8. Configure NextGen® Share or a Direct message destination. Define providers in HIE Gateway as referral recipients with at least inbound access. Ensure that each provider is assigned a unique National Provider Identifier (NPI) issued by the National Plan and Provider Enumeration System (NPPES) at https://nppes.cms.hhs.gov. You can assign the NPI for a provider in File Maintenance under Master Files > System > Providers > <provider name> > System > National Provider ID. To ensure that referrals reach the correct provider, you must use an official NPI value that is not reused for different providers. For more information, go to NextGen Healthcare Success Community, and download the latest File Maintenance Master Files Guide for NextGen® Enterprise. Parent topic: Working with Closed Loop Referrals

NextGen® Enterprise EHR Help

Working with Closed Loop Referrals

To help you track referrals effectively and meet patient needs, you can use NextGen® Enterprise EHR 8 to send referrals using the 360 Exchange Closed Loop Referral (360x) profile. NextGen® Enterprise EHR8 supports the 360 Exchange Closed Loop Referral (360x) profile of the Patient Care Coordination (PCC) domain, as defined by IHE International. Note: Because closed loop referrals are not fully supported by most Electronic Health Records (EHR) vendors, NextGen Healthcare is introducing closed loop referrals through a pilot program. If you want to be able to initiate closed loop referrals, contact NextGen Healthcare Support and ask to be enrolled in the pilot. Closed loop referrals enable the initiating provider and receiving provider to send each other status updates. Each provider can see the referral status and quickly view the actions that are available and whether a response is pending from the other provider. When you initiate a new referral, NextGen® Enterprise automatically check

NextGen® Enterprise EHR Help

Working with Closed Loop Referrals

To help you track referrals effectively and meet patient needs, you can use NextGen® Enterprise EHR 8 to send referrals using the 360 Exchange Closed Loop Referral (360X) profile. NextGen® Enterprise EHR8 supports the 360 Exchange Closed Loop Referral (360X) profile of the Patient Care Coordination (PCC) domain, as defined by IHE International. Note: Because closed loop referrals are not fully supported by most Electronic Health Records (EHR) vendors, NextGen Healthcare is introducing closed loop referrals through a pilot program. If you want to be able to initiate closed loop referrals, contact NextGen Healthcare Support and ask to be enrolled in the pilot. Closed loop referrals enable the initiating provider and receiving provider to send each other status updates. Each provider can see the referral status and quickly view the actions that are available and whether a response is pending from the other provider. When you initiate a new referral, NextGen® Enterprise automatically check

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

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

Prerequisites for Closed Loop Referrals

Recommendations

Managing Outbound Closed Loop Referrals

Prerequisites for Closed Loop Referrals

Working with Closed Loop Referrals

Working with Closed Loop Referrals

Change the Receiving Provider for a Closed Loop Referral

Change the Receiving Provider for a Closed Loop Referral

Prerequisites for Closed Loop Referrals

Managing Outbound Closed Loop Referrals

Prerequisites for Closed Loop Referrals

Working with Closed Loop Referrals

Working with Closed Loop Referrals

Change the Receiving Provider for a Closed Loop Referral

Change the Receiving Provider for a Closed Loop Referral