Working with 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 File Maintenance Master Files Guide forNextGen®Enterprise. Parent topic: Working with Closed Loop Referrals

NextGen® Enterprise EHR Help

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. In the Data Share module, select the Export tab. 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. In the To field, specify the original referral recipient. In the Associated Referral field, select the same referral order that you did in the original referral request. If you need to add an attachment, then do the following: In the Clinical Information pane, set Export Type to Manual Data Selection. In the Attachments pane, select an attachment. Fill in the remaining fields the same way that you did in the original referral request, then select Preview and Export. NextGen® En

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

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

Data Share Module

The Data Share module of NextGen® Enterprise EHR enables you to import and export Continuity of Care Document (CCD) and Consolidated CDA (C-CDA) files. These documents are used to exchange clinical information with other providers, patients, and institutions. Using the Data Share Module to Import and Export Clinical Data In the Data Share module of NextGen® Enterprise EHR, you can import and export Continuity of Care Document (CCD) and Consolidated Clinical Document Architecture (C-CDA) files to and from designated folders and exchange clinical information with other providers, patients, and institutions. Configuring the Environment for the Data Share Module You can configure global settings that affect the Data Share module by using System Administrator. Open the Data Share Module You can open the Data Share module in NextGen® Enterprise EHR. Configure Data Share Module Settings You can control Continuity of Care Document (CCD) and Consolidated Clinical Document Architecture (C-CDA) c

Working with Closed Loop Referrals

Recommendations

Managing Outbound Closed Loop Referrals

Prerequisites for Closed Loop Referrals

Send Updated Information for a Closed Loop Referral

Viewing Closed Loop Referral Requests

Change the Receiving Provider for a Closed Loop Referral

Data Share Module

Managing Outbound Closed Loop Referrals

Prerequisites for Closed Loop Referrals

Send Updated Information for a Closed Loop Referral

Viewing Closed Loop Referral Requests

Change the Receiving Provider for a Closed Loop Referral

Data Share Module