NextGen Knowledge Center

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.

  1. In the Data Share module, select the Export tab.
  2. 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.
  3. In the To field, specify the original referral recipient.
  4. In the Associated Referral field, select the same referral order that you did in the original referral request.
  5. If you need to add an attachment, then do the following:
    1. In the Clinical Information pane, set Export Type to Manual Data Selection.
    2. In the Attachments pane, select an attachment.
  6. Fill in the remaining fields the same way that you did in the original referral request, then select Preview and Export.
    NextGen® Enterprise EHR sends a direct message to the recipient of the original referral request. The message includes a supplemental referral cover letter that explains that the message provides updates to a previous referral.