Cancel Closed Loop Referral Requests

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

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

Cancel Closed Loop Referral Requests

Before you begin Select the patient and the provider who initiated the referral. In the referral entry, in the Next Step column, select Cancel. Cancel Button for a Closed Loop Referral When prompted, enter a reason for the cancellation, and then select OK. The Latest Status value changes to Canceled. The status later changes to CancelConfirmed if the recipient confirms the cancellation. Parent topic: Managing Outbound 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

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

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 See also Cancel Closed Loop Referral Requests Change the Receiving Provider for a Closed Loop Referral

Cancel Closed Loop Referral Requests

Before you begin

Recommendations

Change the Receiving Provider for a Closed Loop Referral

Send Updated Information for a Closed Loop Referral

Cancel Closed Loop Referral Requests

Managing Outbound Closed Loop Referrals

Managing Outbound Closed Loop Referrals

Check for Outdated Closed Loop Referrals

Change the Receiving Provider for a Closed Loop Referral

Send Updated Information for a Closed Loop Referral

Cancel Closed Loop Referral Requests

Managing Outbound Closed Loop Referrals

Managing Outbound Closed Loop Referrals

Check for Outdated Closed Loop Referrals