Referral/Transition of Care

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Referral/Transition of Care

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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.

ReferralTransitionOfCare

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.

Filter/Search Options

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).

Action Bar Options

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.