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.

Referral/Care Transition Details

Version 20.0

About Referral/Care Transition Details

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Referrals/TOC > New or Edit button

The Referral/Care Transition Details window writes a referral to a specialist, responds to a referral, creates a correspondence, and inputs a tracking entry for care transition. While referrals are addressed to specialists only, a letter can be used for medical clearance, insurance appeals, and letters of recommendation.

Referral/Care Transition Details Map

Number
SectionDescription
1
Type of referral/care transition and StatusType of referral/care transition:
  • Referral to a specialist: used when the practice writes a referral to a specialist.
  • Response to a referral: used when a specialist report is returned and a transition of care record is created. The response to a referral is typically created from the original referral.
  • Letter/written correspondence: used for medical clearance, insurance appeals, and letters of recommendation.
  • Tracking entry (care transition): used for visits where a referral was not initiated by the practice. Examples would be ER or Urgent Care visits.

Status:

  • Pending (awaiting response)
  • Complete

2

Medical Documentation tabThe Medical Documentation tab creates the referral letter. You include the provider information, referred to, specialty, facility, diagnosis, reason for referral, and internal notes.

3

Insurance/Admin tabThe Insurance/Admin tab includes the patient’s insurance and authorization details. It also whether the referral was sent electronically and includes the delivery status. 

4

Function buttons
  • Send: Creates a CDA file and opens the Message window with the referral letter attached to electronically send to the referred specialist (if the user and the selected specialist have a DIRECT email address entered in the Address book). 
  • Print: Saves and prints the referral letter.
  • Save: Saves the referral letter.
  • Cancel: Cancels the creation or modification of the referral letter.
Version 14.19

About Referral/Care Transition Details

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

The Referral/Care Transition details window writes a referral to a specialist, responds to a referral, creates a correspondence, and inputs a tracking entry for care transition. While referrals are addressed to specialists only, a letter can be used for medical clearance, insurance appeals, and letters of recommendation.

Referral/Care Transition Details Map

Number
SectionDescription
1
Type of referral/care transitionThe Type of referral/care transition field group is a set of radio button selections that determine the type of referral record, definition, or use: 
  • Referral to a specialist: used when the practice writes a referral to a specialist.
  • Response to a referral: used when a specialist report is returned and a transition of care record is created. The response to a referral is typically created from the original referral.
  • Letter/written correspondence: used for medical clearance, insurance appeals, and letters of recommendation.
  • Tracking entry (care transition): used for visits where a referral was not initiated by the practice. Examples would be ER or Urgent Care visits.

2

Medical Documentation tabThe Medical Documentation tab creates the referral letter. You include the provider information, referred to, specialty, facility, diagnosis, reason for referral, and internal notes.

3

Insurance/Admin tabThe Insurance/Admin tab includes the patient’s insurance and payer information, authorization, requisition number, date range, visits requested, and a report requested fields. A record indicating that the referral was sent electronically is also found in this tab.

4

Send buttonThe Send button transmits the referral letter electronically to the referred specialist. 

5

Print buttonThe Print button saves and prints the referral letter.

6

Save buttonThe Save button saves the referral letter.

7

Cancel buttonThe Cancel button cancels the creation or modification of the referral letter.
Version 14.10

About Referral/Care Transition Details

Path: Smart Toolbar > Chart button > Referrals/Trans tab > (Add a record) + button

The Referral/Care Transition details window writes a referral to a specialist, responds to a referral, creates a correspondence, and inputs a tracking entry for care transition. While referrals are addressed to specialists only, a letter can be used for medical clearance, insurance appeals, and letters of recommendation.

Referral/Care Transition Details Map

Number
SectionDescription
1
Type of referral/care transitionThe Type of referral/care transition field group is a set of radio button selections that determine the type of referral record, definition, or use: 
  • Referral to a specialist: used when the practice writes a referral to a specialist.
  • Response to a referral: used when a specialist report is returned and a transition of care record is created. The response to a referral is typically created from the original referral.
  • Letter/written correspondence: used for medical clearance, insurance appeals, and letters of recommendation.
  • Tracking entry (care transition): used for visits where a referral was not initiated by the practice. Examples would be ER or Urgent Care visits.

2

Medical Documentation tabThe Medical Documentation tab creates the referral letter. You include the provider information, referred to, specialty, facility, diagnosis, reason for referral, and internal notes.

3

Insurance/Admin tabThe Insurance/Admin tab includes the patient’s insurance and payer information, authorization, requisition number, date range, visits requested, and a report requested fields. A record indicating that the referral was sent electronically is also found in this tab.

4

Send buttonThe Send button transmits the referral letter electronically to the referred specialist. 

5

Print buttonThe Print button saves and prints the referral letter.

6

Save buttonThe Save button saves the referral letter.

7

Cancel buttonThe Cancel button cancels the creation or modification of the referral letter.