Referrals and Transitions of Care (TOC)

Articles

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 About In this article, you will be presented with a workflow to complete a referral, which is often referred to as "closing the referral loop". The article is written after the specialist report has been received, scanned...
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
Version 20.16 About One-time CDA Exports can be created so that a CDA file is exported at a specified date and time for a group of patients. Below, you'll learn how to: In order to create a CDA, the logged-in user must be added as a user ...
Recurring CDA Export
Version 20.16 About Recurring CDAs can be created and exported on a consistent, recurring basis for a group of patients from the CDA Export window. In order to create a CDA, the logged-in user must be added as a user to the OP Patient Portal, p...
Send a CDA
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 ...
Manage CDA Export Jobs
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.
CDA Reconciliation Errors
Version 21.0 About Below you will find common errors you may see when reconciling CDAs. You will need to contact the sender and provide them with the error information. If the sender wishes to resend the CDA they will be required to make corre...