We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Referrals and Transitions of Care

Version 14.19

Overview

Path: Patient Chart button > Referrals/TOC tab > New button

Office Practicum allows you to view, create, and edit referrals and letters regarding specific patients using the Referrals / Care Transition List. While referrals are addressed to specialists only, a letter can be used for medical clearance, insurance appeals, and letters of recommendation.

Referrals Letters on behalf of patients are stored chronologically in the Referrals / Care Transition List table in the patient's chart. Referral letters awaiting response are tracked through Referrals found in the Clinical Work tab.

In this section you will learn how to review and complete open referral requisitions. You will also learn how to monitor the open referral and perform follow up. There are optional settings to ensure all open referrals are addressed. 

  1. Click Referrals on the Main Navigation (left) panel. The Clinical Work window is displayed with the Referrals tab selected.


To view Referrals created prior to the current date, select a value from the Dates radio button selections. To view Referrals for other users, select from the Scope field.
  1. Select a Patient Referral from the list.
  2. Click the Review/Edit button. The Referral/Care Transition Details window displays.

  1. Select the Complete radio button in the Status section.
  2. Click the Save button. 

Version 14.10

Overview

Path: Smart Toolbar > Chart button > Referrals/Trans tab > (Add a record) + button

Office Practicum allows you to view, create, and edit referrals and letters regarding specific patients using the Referrals / Care Transition List. While referrals are addressed to specialists only, a letter can be used for medical clearance, insurance appeals, and letters of recommendation.

Referrals Letters on behalf of patients are stored chronologically in the Referrals / Care Transition List table in the patient's chart. Referral letters marked as awaiting response will also be tracked through the Message Center, where you can view and contact patients regarding pending referrals.

In this section you will learn how to review and complete open referral requisitions. You will also learn how to monitor the open referral and perform follow up. There are optional settings to ensure all open referrals are addressed.

  1. From the Schedule and Practice workflow window, click the Referrals tab. The Referrals Review/Edit window is displayed.


To view Referrals created prior to the current date, select a value from the Dates radio button selections. To view Referrals for other users, select from the Scope field.
  1. Select a Patient Referral from the list. 
  2. Click the Review/Edit button. The Referral/Care Transition Details window is displayed.
  3. Select the Complete radio button in the Status section.
  4. Click the Save button.