Version 20.0
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
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 | Section | Description |
1 | Type of referral/care transition and Status | Type of referral/care transition:
Status:
|
2 | Medical Documentation tab | The Medical Documentation tab creates the referral letter. This is where the Provider's information, referred to, specialty, facility, diagnosis, the reason for referral, and internal notes are entered. |
3 | Insurance/Admin tab | The 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 |
|
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 | Section | Description |
1 | Type of referral/care transition | The Type of referral/care transition field group is a set of radio button selections that determine the type of referral record, definition, or use:
|
2 | Medical Documentation tab | The 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 tab | The 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 button | The Send button transmits the referral letter electronically to the referred specialist. |
5 | Print button | The Print button saves and prints the referral letter. |
6 | Save button | The Save button saves the referral letter. |
7 | Cancel button | The 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 | Section | Description |
1 | Type of referral/care transition | The Type of referral/care transition field group is a set of radio button selections that determine the type of referral record, definition, or use:
|
2 | Medical Documentation tab | The 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 tab | The 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 button | The Send button transmits the referral letter electronically to the referred specialist. |
5 | Print button | The Print button saves and prints the referral letter. |
6 | Save button | The Save button saves the referral letter. |
7 | Cancel button | The Cancel button cancels the creation or modification of the referral letter. |
