Referrals and Transitions of Care
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.
Writing a Referral to a Specialist
This will show you how to write a referral to a specialist.
Viewing or Editing a Previous Referral
This will show you how to view or edit a previous referral.
Re-issuing a Referral Letter
This will show you how to re-issue a referral letter.
Reconcile Incoming Transitions of Care (CDA)
Learn how to reconcile a transition of care that is received as an inbound CDA.
Referral Workflow: Create a Response to a Referral
Version 14.19 Overview In this article you will be presented with a workflow to complete a referral, which can be referenced as closing the referral loop. The article is written after the specialist report has been received, scanned and assigned...
Referral Workflow: Create a Tracking Entry
Version 14.19 Overview A tracking entry is typically created when a report is sent to the practice from an ER or Urgent Care visit. It can also include a specialist report where a referral was not initiated by the practice. The steps below will ...
Customize a CDA
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 hid...
Create an On-Demand CDA
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 Doc...
One-Time CDA Export
Note : This information is intended solely for clients who are using OP 20. Overview One Time CDAs can be created and exported at a specified date and time for a group of patients from: The Demographic Analysis and Recal...
Recurring CDA Export
Note : This information is intended solely for clients who are using OP 20. Overview Recurring CDAs can be created and exported on a consistent, recurring basis for a group of patients from the CDA Export window. In ord...
Send a CDA
Overview 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 sendi...