Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Patient Chart: Referrals/Transition

Version 14.19

About the Patient Chart: Referrals/Transition Tab

Path: Clinical tab > Patient Chart button > Referrals/TOC
Path: Practice Management tab > Patient Chart button > Referrals/TOC
Path: Billing tab > Patient Chart button > Referrals/TOC

The Patient Chart is the central point of access to all areas of a patient's complete Medical record. Use the Patient Chart to access and maintain patient records. The Referrals/TOC button opens the patient's Referrals window, a complete list of entered and scanned referrals and general letters. Referral Letters on behalf of patients are stored chronologically in the Referrals/Transition of Care (TOC) List table in the patient's chart.  Referral letters marked as awaiting response will also be tracked through the Schedule & Practice Workflow, where you can view and contact patients regarding pending referrals.  While referrals are addressed to specialists only, a letter can be used for medical clearance, insurance appeals, and letters of recommendation.


Note:  Just like a paper chart, the Office Practicum chart, and other windows in Office Practicum, contain personal health information that should be kept confidential. You should treat all windows in Office Practicum (like F8 Chart) just like you would treat a paper record of patient health information, never leaving that record out in the open for others to see. More specifically, you should always close all windows on your screen and log out of Office Practicum when you are done at your workstation.

Patient Chart: Referrals/Transition Tab Map

Number

SectionDescription
1
Function buttonsThe function buttons add, edit, or remove the selected referral or general letter in the in the Referrals/TOC grid.

2

TabsTabs in the Patient Chart: Referrals/TOC are:
  • Patient/Care Transition List: The Patient/Care Transition List is a complete chronological list of entered and scanned referrals and general letters.
  • Scanned Records:  The Scanned records tab displays a patient's scanned item with the label "Referral Letter" as the item type in its document properties.  This tab sorts images by date, category staff, etc.  It also can change the recipient directly from the scan window.  This tab does not include items linked directly to the notes on the Patient/Care Transition List tab.
3
Respond button
The Respond button creates a response to the selected referral.
4
Re-issue buttonThe Re-issue button makes a copy of the selected referral.  This is helpful when making changes to a referral.  Reissuing a referral will place the new referral to a pending referral status (which will display in the Schedule and Practice Workflow Window under the referrals tab for tracking purposes).  See Re-issuing a Referral Letter.
5
Print buttonThe Print button prints the selected referral or general letter in the in the Referrals grid
6
Patient Care/Transition List gridThe Patient Care/Transition List grid displays a complete chronological list of entered and scanned referrals and general letters for the patient.

7

Referrals/TOC buttonThe Referrals/TOC button opens the Referrals window in the patient's chart.
Version 14.10

About the Patient Chart: Referrals/Transition Tab

Path: Smart Toolbar > Chart button > Referrals/Transition tab

The Patient Chart is the central point of access to all areas of a patient's complete Medical record.  Use the Patient Chart to access and maintain patient records.  The Referrals/Transitions tab opens the patient's Referral/Care Transition List, a complete list of entered and scanned referrals and general letters. Referral Letters on behalf of patients are stored chronologically in the Referrals/Care Transition List table in the patient's chart.  Referral letters marked as awaiting response will also be tracked through the Schedule & Practice Workflow, where you can view and contact patients regarding pending referrals.  While referrals are addressed to specialists only, a letter can be used for medical clearance, insurance appeals, and letters of recommendation.


Note:  Just like a paper chart, the Office Practicum chart, and other windows in Office Practicum, contain personal health information that should be kept confidential. You should treat all windows in Office Practicum (like F8 Chart) just like you would treat a paper record of patient health information, never leaving that record out in the open for others to see. More specifically, you should always close all windows on your screen and log out of Office Practicum when you are done at your workstation.


Patient Chart: Referrals/Transition Tab Map

Number

SectionDescription
1
Function buttonsThe function buttons print, add, edit, or remove the selected referral or general letter in the in the Referrals/Transition grid.

2

TabsTabs in the Patient Chart: Referrals/Transition are:
  • Patient/Care Transition List: The Patient/Care Transition List is a complete chronological list of entered and scanned referrals and general letters.
  • Scanned Records:  The Scanned records tab displays a patient's scanned item with the label "Referral Letter" as the item type in its document properties.  This tab sorts images by date, category staff, etc.  It also can change the recipient directly from the scan window.  This tab does not include items linked directly to the notes on the Patient/Care Transition List tab.
3
Re-issue buttonThe Re-issue button makes a copy of the selected referral.  This is helpful when making changes to a referral.  Reissuing a referral will place the new referral to a pending referral status (which will display in the Schedule and Practice Workflow Window under the referrals tab for tracking purposes).  See Re-issuing a Referral Letter.
4
Respond buttonThe Respond button creates a response to the selected referral.
5
Patient Care/Transition List gridThe Patient Care/Transition List grid displays a complete chronological list of entered and scanned referrals and general letters for the patient.

6

Left tabs

The left tabs open a different section within the patient’s medical records.  The Patient Chart contains the following left tabs: