NextGen Knowledge Center

Customize the Patient's Referral List

You can control the contents of the Patient's Referrals list, including viewing, filtering, and sorting.

  1. 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:
    1. On the Data Share module, select Advanced Parameters.
      Advanced Parameters Check Box

    2. Select options for filtering by provider, directionality (inbound or outbound), status, or due date.
    3. Select Apply Filter.
  2. To view referrals to or from a different destination, select from the Destination list.
  3. 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.

  4. 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

  5. To display details about a single request, select the date/time link in the Create Date column.
    The Referral pane opens.
    Referral Details Pane

    On this pane, you can perform the following tasks:

    • To view the Consolidated Clinical Document Architecture (C-CDA) document from a particular transaction, select the date/time stamp for that transaction in the Create Date column.
    • To start an action, select one of the buttons shown after the Next Step label. Different buttons may be present, depending on what actions are currently valid for the referral.
    • To close the Referral pane, select Close.
  6. To view all referral requests for this patient, including requests that are not 360X compliant, select the Order Management template link.
    Order Management Template Link

    The Order Management template opens in a new pane.
Customize the Patient's Referral List