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.