From the SOAP template, Assessment/Plan panel: Select to open the Assessment/plan window and enter your dx.
Please refer to ‘Entering Diagnosis’ training material for additional information.
After diagnosis entry, click over to the ‘Referrals’ tab.
Under To: Select the appropriate radio button (specialty/specialist name/site; obstetrics, therapies/rehabilitation or DME). Click on the specialty box to display picklist to select from.
Note: If referring to internal specialist check the ‘Internal referral’ box.
Under-Diagnosis: click in the white box to display assessments that were entered for today’s visit. Note: click in box 2, 3, and 4 if sending a referral with more than one diagnosis.
Select the desired radio buttons under services requested for the referral.
Optional: Click in ‘Reason for referral’ box to select from a picklist. Enter time limit and/or Timeframe. Note: this will help referrals to process quicker.
Select ‘Patient referral /Instructions given’ if action is done. Then click ‘Add’ button to open tasking window. Select ‘Referral’ group, click ‘Add’ then click ‘ok’. The referral order will prompt at the bottom grid. After entry click the ‘close’ button.