Referrals and Transitions of Care (TOC)

This section will go over how to review and complete open referral requisitions. In addition, the user will be introduced to how to monitor the open referral and perform follow up.

This will show you how to write a referral to a specialist.

This will show you how to view or edit a previous referral.

This will show you how to re-issue a referral letter.

Learn how to reconcile a transition of care that is received as an inbound CDA.

Complete a referral response by reviewing scanned documents, documenting additional information, and reconciling the response to ensure accuracy.

Understand how to create a tracking entry when receiving reports from ER, Urgent Care, or specialists.

Path: Clinical tab > More button (in Reference Data group) > Customize CDA Overview The format of CDA (or C-CDA) files can be customized so that only relevant information is displayed for the user. Sections of a CDA can be reordered or...

Overview On-Demand CDAs can be created and exported for a single patient from: A finalized Encounter or Well Visit note   Medical Records The CDA can be sent using Direct Messaging, or it can be saved to a local export location and Document...

Learn how to create one-time CDA exports for patients, either from Demographic Analysis and Recall (DAR) or CDA Export Window.

Create recurring CDA exports for patients, export data regularly, and customize frequency intervals through the CDA Export window.

About In addition to being able to send a CDA for a patient from a finalized Encounter or Well Visit or from a patient's Medical Records, a CDA can also be sent for a patient from the Message Center and from a Referral. The process of sending a CD...

Learn how to view CDA Export Job Stages and/or error messages, download a local copy of an export file, and delete or inactivate CDA Export Jobs.

A list of common errors you may see when reconciling CDAs, in which you will need to contract the sender and provide them with the error information.