We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Referral/Care Transition Details

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.