Order Referrals in the Referral Order Template

You can place referral orders for other specialties, providers, therapies, and durable medical equipment.

1. Open the Home or any other applicable template, select Orders from the upper navigation bar, and then select Referral Order.
   The Referral Order template opens.
2. To add diagnoses and procedures for the order, select Dx & Px.
   Note: Selecting procedures is optional; however, you must select at least one diagnosis to order referrals.
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.
10. Select Place Order.
11. Optional: To edit or share a referral order, select it from the Referrals ordered grid, and then select Edit or Share.
    Note: For information on editing or sharing a referral order, go to NextGen Healthcare Success Community, and download the Getting Started User Guide forNextGen®Adaptive Content Engine.