Document Details of Referrals

You can document the details of referrals to order them for a patient.

1. Open the Home or any other applicable template, select Orders from the upper navigation bar, and then select Single Order.
2. Expand the Referrals panel.
3. Optional: To indicate that the referral is internal, select Internal referral.
4. Select the date of injury and insurance name.
   Note: By default, the encounter date appears in Date. You can change the date, if needed. The policy number is automatically filled based on the selected insurance name.
5. In the To section, do one of the following to select the recipient:
   • To add a referral for a specialty or provider, select Specialty/specialist name/site, and then select the specialty, provider name, and reason.
   • To add a referral for therapy, select Therapies/Rehabilitation, and then select the therapy type and reason.
6. Select the services requested and time frame for referral.
7. Optional: To assign a task to a user or workgroup, select Task .
8. In Clinical information/Comments, enter any additional information.
9. To add attachments, select Details from the Attachments section.
   Note: For more information, go to NextGen Healthcare Success Community, and download latest Getting Started User Guide forNextGen®Adaptive Content Engine.