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, Care Transitions, and Patient Letters

Version 14.19

About the Patient Chart: Referrals/Transition Tab

Path: Clinical tab > Patient Chart button > Referrals/TOC
Path: Practice Management tab > Patient Chart button > Referrals/TOC
Path: Billing tab > Patient Chart button > Referrals/TOC

The Patient Chart is the central point of access to all areas of a patient's complete Medical record. Use the Patient Chart to access and maintain patient records. The Referrals/TOC button opens the patient's Referrals window, a complete list of entered and scanned referrals and general letters. Referral Letters on behalf of patients are stored chronologically in the Referrals/Transition of Care (TOC) List table in the patient's chart.  Referral letters marked as awaiting response will also be tracked through the Schedule & Practice Workflow, where you can view and contact patients regarding pending referrals.  While referrals are addressed to specialists only, a letter can be used for medical clearance, insurance appeals, and letters of recommendation.


Note:  Just like a paper chart, the Office Practicum chart, and other windows in Office Practicum, contain personal health information that should be kept confidential. You should treat all windows in Office Practicum (like F8 Chart) just like you would treat a paper record of patient health information, never leaving that record out in the open for others to see. More specifically, you should always close all windows on your screen and log out of Office Practicum when you are done at your workstation.

Patient Chart: Referrals/Transition Tab Map

Number

SectionDescription
1
Function buttonsThe function buttons add, edit, or remove the selected referral or general letter in the in the Referrals/TOC grid.

2

TabsTabs in the Patient Chart: Referrals/TOC are:
  • Patient/Care Transition List: The Patient/Care Transition List is a complete chronological list of entered and scanned referrals and general letters.
  • Scanned Records:  The Scanned records tab displays a patient's scanned item with the label "Referral Letter" as the item type in its document properties.  This tab sorts images by date, category staff, etc.  It also can change the recipient directly from the scan window.  This tab does not include items linked directly to the notes on the Patient/Care Transition List tab.
3
Respond button
The Respond button creates a response to the selected referral.
4
Re-issue buttonThe Re-issue button makes a copy of the selected referral.  This is helpful when making changes to a referral.  Reissuing a referral will place the new referral to a pending referral status (which will display in the Schedule and Practice Workflow Window under the referrals tab for tracking purposes).  See Re-issuing a Referral Letter.
5
Print buttonThe Print button prints the selected referral or general letter in the in the Referrals grid
6
Patient Care/Transition List gridThe Patient Care/Transition List grid displays a complete chronological list of entered and scanned referrals and general letters for the patient.

7

Referrals/TOC buttonThe Referrals/TOC button opens the Referrals window in the patient's chart.
Version 14.10

About Referrals, Care Transitions, and Patient Letters

Path: Smart Toolbar > Chart button > Referrals/Trans tab

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.

The Referrals, Care Transitions, and Patient Letters window writes a referral to letter to a specialist, views or edits a previous referral, and re-issues a referral letter.

Referrals, Care Transitions, and Patient Letters Map

Number
SectionDescription

1

Referral/Care Transition List tableThe Referral/Care Transition List table lists all the referral and care notes in the patient’s chart. Referrals Letters on behalf of patients are stored chronologically. The list can be sorted and filtered.
2
Function buttons
  • The Print button prints a report for the selected referral letter.
  • The Add Record (+) button opens the Referral/Care Transition Details window. You can write a referral to a specialist, respond to a referral, create a correspondence, and input a tracking entry for care transition.
  • The Edit button opens the Referral/Care Transition Details window and edits the highlighted referral in the Referral/Care Transition List table.
  • The Delete record (-) button deletes the highlighted record in the Referral/Care Transition List table.

3

Respond buttonThe Respond button creates a response to the selected referral.

4

Re-issueThe Re-issue button creates a copy and re-issues the selected referral.

5

Scanned RecordsThe Scanned Records button lists the scanned items where the Item Type is “Referral Letter”.