Send referrals from the provider search 

Sending one or more referrals at one time

  1. Click checkbox clear provider name or checkbox clear Select all on page to select the provider(s) you want. You can select from more than one page of results. Click ❤ Favorites to select from your list. 

    video playVideo: Select providers for each need

    The Selected providers count is the number that are checked checkbox clear and will be added to the case (although if there are unverified providers selected, those won't be added).

  2. Click send referral.
  3. All of the providers you checked off checkbox checked are listed.
  • A provider is flagged referral flagged if their referral method is unverified. Their checkbox is inactivated checkbox inactivated so 4Next won't try to send them a referral.  
  • To keep from sending a referral to any one on the list, click to uncheck checkbox clear the box for a provider.
  1. Click next.
  2. If the providers are all for the same need, a pre-written message if included. Type to add or change the message as appropriate.

  3. To flag the message as requiring immediate action, click Priority switch off to turn the Priority switch on: Priority switch on.

  4. Click next.

  5. By default, the Facesheet and Referral Summary are the documents selected to share.

  • Click and drag a document from available to shared or vice versa to add or remove documents to share.
  • Click move all to SHARED to share all available documents.
  • For obstetric mother/baby couplets who are going to have a one-time nursing visit at home, include the EMD Form; remove the EMD Form for other types of discharges.
  • Click move all to AVAILABLE to clear the shared documents list.

  1. To include attachments, click toggle off Share Attachments. To remove attachments, click toggle on Share Attachments.

    video playVideo: Share attachments

    Attachments must be added manually to the case Details. For instructions, see:

  2. Click send.

The Manage view for the case displays each of the selected providers as  Sent icon Sent. The message you sent is added to the Messages icon messages list, and the Documents icon documents section is updated for each selected provider. The Communicate message list is also updated.

See also 

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

    ↵

   Mass General Brigham

© 2023 Mass General Brigham Incorporated. All Rights Reserved