Referrals Tracking

If you have not already done so, please read Incident Record Overview and Check-Out Patients Overview.

Summary

This function tracks referrals to other health care providers, who might or might not be outside your organization. It may be used to document referrals to hospital departments, Physical Therapy, the employee's primary care physician, or an outside clinic providing injury care. If you track referrals, you can generate a Referrals Analysis report.

Prior to entering referral notes, the providers used in your organizations need to be set up on the Referral Providers table. If the provider you want is not on the list, contact your System Administrator The person who establishes entity codes, such as divisions and departments for employers, and system administration parameters. .

If your clinic uses Net Health Employee Health and Occupational Medicine Provider Charting then referrals will be probably be entered on the ORDERS tab of the Charting Template for the visit, and be handled through the Orders Management process.
Steps to Document a Referral

  • Click the Referrals button on the right side of the window.

  • Click the Add button.

Get_Referral

  • Enter the Date of the referral visit. If you do not know the date, enter the date the referral was made.

  • Enter the time.

  • Enter the Refer to Provider; this is the name of the physician or other provider to whom you are referring the patient. Lookup is available to the right of the field.

  • Enter the Referral Type. Lookup is available to the right of the field.

  • Categoryis not required. It does not mean anything to those outside your organization. If there is a physical therapy facility associated with your clinic, the visit category may be of use. Otherwise, leave it blank.

  • Enter a purpose for the referral in the Purpose field; this is a required field.

  • Optionally, enter an amount in Est Value which reflects the value of the referral to the referral provider. If entered systematically, the Referrals Analysis report can be used to determine the total value of referral over a period of time.

  • Enter the status of the referral.

  • If the Physician has written a note for the referral provider, click the NOTES Tab and enter the note to the referral provider.

  • To print or fax a referral note, click the Print Referral Note button.

  • Click OK.

  • Click Close to return to the window where you started.

NOTE:

Net Health Employee Health and Occupational Medicine Enter/Edit Referrals from Case Management and the Incident will use the [Enter Visit Referral] window, rather than the [Enter Incident Referral] window. Additionally, when the window is called from Case Management or from the Incident, the Referral Summary button will not be visible.

Referrals can also be created from Visit Orders. A referral created from a referral order will show up on the [Get Referral] window which lists all referrals for this visit. A referral entered as described above will not show on the list of orders for the visit. One advantage of entering referrals first as orders is that it makes available the Authorizations Management system for tracking the status of referral authorizations. For the sake of consistency, your clinic should choose one approach or the other, and then be sure all referrals are entered in the same way.

The Referral Note supports the printing of ICD-9 and/or ICD-10's so that the recipient of the report may see all of the data recorded during charting. The different code sets for ICD-10 and ICD-9 will be printed separately and labeled appropriately.