Clinicians can send referral treatment reports to other clinicians within the system through the Referral Hub or via the Patient's Chart.
Topics Covered
Send Tx Report via Referral Hub
- On the Dashboard select Ref. Hub (Referral Hub).
- Under the Accepted tab, click Send Tx Report for the intended referral.
Note: You cannot send treatment report once it is marked as completed.
On the New Tx Report slide-out,
- Select the Referral Entry from the drop down.
- Select the From i.e., treatment referral clinician.
- Click Next to proceed.
- Continue filling out the form the same way you would for a refer-out.
- Click Send Via Email to continue.
- Enter the Subject and Message.
- Attachments are added automatically.
- Click Send.
- A toast notification appears on the top-right stating, 'Tx Report Sent Successfully'.
- Click the desired referral to open the referrals slide-out, and view the treatment reports under the Tx. Reports tab.
- The Draft Tx Reports pop-up will appear when you click Send Tx Report and there are existing draft reports.
- The pop-up prompts: 'Do you want to continue from your list of draft Tx reports?'.
- Click the Bin icon to delete the draft, or select Edit Draft to continue working on the existing draft.
- Click Create New Tx Report to start a new report.
Send Tx Report via Clinical Chart
- Search for the intended patient using the Global Search Bar.
- On the Patient Overview page, hover over Clinical > select Referrals.
On the Incoming tab,
- Click Send Tx Report.
- On the New Tx Report slide-out, repeat the steps as outlined for sending the treatment report via referral hub.
- After you send the treatment report, navigate to the Tx. Reports tab to view it.
- Under the Incoming tab, the Draft Tx Reports pop-up appears when you click Send Tx Report and existing draft reports are available.
- The pop-up asks whether you want to continue from your list of draft Tx reports.
- You can delete a draft, edit an existing draft, or create a new treatment report as described earlier.
Practices can use this guide to learn how to send treatment reports to clinicians via the Referral Hub or the patient's Chart.