<< Click to Display Table of Contents >> Referral/Transition of Care |
![]() ![]() ![]() |
The Referral/Transition of Care option within the Communication application serves as a launch point to the Referral/Transition of Care screens available in the Health History application.
From the Communication Selection screen (Charts > Select Patient > Communication), select Referral/Transition of Care.
Referral/Transition of Care
Previously created Referrals and Transitions of Care will display the Entered Date and Time, Type, Receiving Provider, Referring/Transferring Provider, Date of Appointment, and Status for review.
Use the following options at the top of the Referral/Transition of Care screen to filter the list or search for specific items.
•R/TOC Type: Choose to filter the list by Referral - Inbound, Referral - Outbound, Transition of Care - Inbound, Transition of Care - Outbound, Self Referral, or All (the default option).
•Status: Choose to filter the list by Incomplete, Complete, Deleted, or All (the default option).
•Provider Name: Enter search text to locate specific providers within the list.
•Type: Choose to search providers by Receiving Provider, Referring/Transferring Provider, or All (the default option).
The following options are available from the action bar:
•New: Creates a new Referral or Transition of Care for documentation.
•Edit: Opens the selected Referral or Transition of Care for editing.
•Delete: Changes the status of the selected Referral or Transition of Care to "DELETED." All Referrals or Transitions of Care with their corresponding statuses will remain listed as a matter of record.
•Print: Prints the selected Referral or Transition of Care.
See the Referral Transition of Care chapter in the Health History user guide for detailed information.