Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Clinical Work: Referrals

Version 14.19
The Schedule and Practice Workflow tabs were split throughout the ribbon and main navigation panel in OP 19 for easier convenience. Since the Help Center supports both OP 14 and OP 19, these previous Schedule and previous Practice Workflow functions will still be referenced at the same Help Center locations as OP 14.

About Clinical Work: Referrals

Main Navigation Panel > Referrals (Clinical group)

The Clinical Work window contains the Referrals tab. The Referrals tab displays pending referrals.  From this tab you can select a referral to review, edit, or print.  Referrals are displayed based upon the selections made in the Scope field. 

Clinical Work: Referrals Map

Number
SectionDescription
1
Scope
The Scope field narrows the parameters for the displayed tab.  The Search Schedule button displays the highlighted patient appointments in the Search Appointment window. Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.

2

Review/Edit buttonThe Review/Edit button opens the Referral/Care Transition Details window for the selected referral in the Referral list grid. Doing this will allow you to review or edit a referral to a specialist, respond to a referral, create a correspondence, and input a tracking entry for the care transition

3

Print buttonThe Print button prints the Referral record list displayed in the Referrals Record List grid.

4

Referral Record List gridThe Referral Record List grid displays pending referrals based upon the selections made in the Scope field.
Version 14.10

About Schedule and Practice Workflow: Referrals

Path: Smart Toolbar > Schedule button (F7) > Referrals tab

The Schedule and Practice Workflow combines a number of forms to help you get your work done faster and more efficiently. The Schedule and Practice Workflow consists of a calendar, patient tracking, messages, a task list, encounter information, well visit information, diagnostic tests, referrals, documents, surveys, and a patient prescription queue.

The Referrals tab displays pending referrals.  From this tab you can select a referral to review, edit, or print.  Referrals are displayed based upon the selections made in the Scope field. 

Schedule and Practice Workflow: Referrals Map

Number
SectionDescription

1

Review/Edit buttonThe Review/Edit button opens the Referral/Care Transition Details window for the selected referral in the Referral list grid. Doing this will allow you to review or edit a referral to a specialist, respond to a referral, create a correspondence, and input a tracking entry for the care transition

2

Print buttonThe Print button prints the Referral record list displayed in the Referrals Record List grid.

3

Referral Record List gridThe Referral Record List grid displays pending referrals based upon the selections made in the Scope field.
4
Left tabs

The left tabs open a different section within the practice's schedule and practice workflow.  The Schedule and Practice Workflow contains the following left tabs:

5
ScopeThe Scope field narrows the parameters for the displayed tab.  The Search Schedule button displays the highlighted patient appointments in the Search Appointment window. Users must have Messaging_Allow_View_All_Messages permission in their profile to see the Scope field.