NextGen

Creating a Referral Order

Referrals are created from the Referrals tab within the patient’s chart. Complete each section in order, then task to the appropriate working group.

Open the Referrals tab and select referral type

From the Referrals tab, select Specialty/specialist name/site under "To:". Enter the Specialty field — type to search or use the lookup button to open the specialty list.

Select the specialty from the dropdown

The Specialty lookup menu opens. Search to find the appropriate specialty, select it, and click OK.

Select diagnosis and service requested

In the Diagnosis section, enter the diagnosis the patient is being referred for. Under Services requested, select Evaluate and treat.

Set the time limit

Adjust referral acuity (Renewal, Route, STAT) and add Clinical Information/Comments as an optional field. Add specific specialist name if preference.

Note

DME, Home Health, and newly diagnosed HIV patients must be set to STAT.

Click Add to submit the referral order

Once all fields are complete, click Add at the bottom of the form to add the referral to the orders list.

Task to the appropriate working group

Based on your practice workflows, select task recipients for your referral. Click Add to move it and click OK.

Confirm the referral on the grid

The referral appears in the Referrals ordered grid. Verify the status shows ordered.