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.

Writing a Referral to a Specialist

Version 14.19
  1. Open the Patient Chart > Referrals/TOC. 
  2. Click New. The Referral/Care Transition Details form is displayed on the Medical Documentation tab. 
  3. Under Type of Referral/Care Transition, select Referral to a specialist. 
  4. Under Status select Pending (Awaiting Response). This enters the Referral into the Referral Tracking system.  
  5. Using the Drop-Down Menus, you can change the Written Date (defaults to today's date) and the Flag Date (alerts you on that date if you have not received a notice that the patient went). 
  6. To the right of the Referring Provider field, click the Doctor button 
  7. Enter the Name of the Provider writing the letter 
  8. Using the Staff Name Lookup form, select a Provider 
  9. In the Referred to field, click the Address Book button or Patient Information button (next to the Provider field) and enter the Specialist's Name by selecting a Name or Practice from the Drop-Down Menu

Tip: Select from the Category drop-down menu, the specialty the child is being referred to for a list of all providers associated with that specialty in your Address Book. Once a provider or practice is selected, all of the specialist's available contact information is transferred over automatically.

Note: If your practice provides a list of specialists to the parent to make their own choice and appointment, you can click the Specialty drop-down menu and select the specialty the child is being referred to. Details of which Provider the appointment was made with can be entered at a later time. 
  1. Enter the appropriate Data in the Fields that were not auto-filled.
  2. Enter the ICD code(s) for all referred procedures. 
  3. In the Reason for referral field, enter the Reason for referral in one of the following ways:
  • Enter text directly in the Text field.
  • Click the Use Phrase Construction icon to the left of the Text field to enter the text using the Phrase Construction system.
  • Copy and paste information from one of the patient's records, such as an Encounter Note, into the referral. 
  1. If applicable, select an option from the Report Contents drop-down menu.
  2. Click the Insurance / Admin Tab. 
  3. The Patient Insurance automatically populates. Click the Clear button to delete this information from the letter if it is not required. 
  4. If the patient's insurance requires Prior Authorization, select the appropriate Radio Button for the Authorization status. 
  5. Enter the Date Range in which the referral will be active by clicking the Down-arrow and selecting Dates from the drop-down calendars (if applicable). 
  6. Enter the Number of Authorized Visits using the up/down arrows (if applicable).
  7. When finished, click the Send, Print, or Save  button. The window closes and you are returned to the Referrals / Care Transition List
  8. To reprint, highlight the Referral to be printed and click the Print button. The complete text of the referral will be saved in the Patient Chart > Referrals/TOC, and is displayed in Medical Records, as well as the Referrals tab on the main navigation panel. 

Pending Referrals will display in the Main Navigation Panel under the Referrals tab for tracking purposes.

Version 14.10
  1. Open the Referrals / Care Transition List
  2. Click the Add (Insert) a Recordbutton. The Referral/Care Transition Details form is displayed on the Medical Documentation Tab
  3. Under Type of Referral/Care Transition, select Referral to a specialist. 
  4. Under Status select Pending (Awaiting Response). This will enter the referral into the Referral Tracking system.  
  5. Using the Drop-Down Menus, you can change the Written Date (defaults to today's date) and the Flag Date (alerts you on that date if you have not received a notice that the patient went). 
  6. Click the Doctor button (to the right of the Referring Provider field) and enter the Name of the Provider writing the letter.
  7. Using the Staff Name Lookup form, select a Provider.
  8. Click the Address Book button or Patient Information button (next to the Provider field) and in the Referred to field, enter the Specialist's Name and select a Name or Practice from the Drop-Down Menu

Tip: Select from the Category drop-down menu, the specialty the child is being referred to for a list of all providers associated with that specialty in your Address Book. Once a provider or practice is selected, all of the specialist's available contact information is transferred over automatically.

Note: If your practice provides a list of specialists to the parent to make their own choice and appointment, you can click the Specialty drop-down menu and select the specialty the child is being referred to. Details of which provider the appointment was made with can be entered at a later time. 
  1. Enter the appropriate Data in the Fields that were not auto-filled.
  2. Enter the ICD Code(s) for all referred procedures. 
  3. In the Reason for referral field, enter the Reason for Referral in one of the following ways:
  • Enter Text directly in the Text field.
  • Click the Use Phrase Construction icon to the left of the Text field and enter the Text using the Phrase Construction system.
  • Copy and paste information from one of the patient's records, such as an encounter note, into the referral. 
  1. If applicable, select the Report Contents by clicking the down-arrow and selecting from the drop-down menu.  
  2. Click the Insurance / Admin Tab. 
  3. The Patient Insurance is automatically populated. Click the Red X buttons to delete this information from the letter if it is not required. 
  4. If the patient's insurance requires Prior Authorization, select the appropriate Radio Button for the Authorization status. Enter the Date Range in which the Referral will be active by clicking the Down-arrow and selecting Dates from the drop-down calendars (if applicable). 
  5. Enter the Number of Authorized Visits using the up/down arrows (if applicable).
  6. When finished, click the Save, Send, or Print button. This closes the window and returns you to the Referrals / Care Transition List. 
  7. To reprint, highlight the Referral to be printed and click the Print button in the upper left corner of the list. The complete text of the Referral will be saved in the Patient's Chart, and will be displayed in the Event Chronology, as well as the Referrals / Care Transition List. 

Pending Referrals will display in the Schedule and Practice Workflow Window under the Referrals tab for tracking purposes.