Sharing documents

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

Manage shared documents by clicking the Documents icon documents button on the provider card.

  • For online providers, you can update which clinical documents are shared, and allow sharing of all attachments that you add to the case. information in the clinical documents is updated from Epic in real time.
  • For fax-enabled providers, you can send or resend updated clinical documents and current attachments. Faxes of over 100 pages will fail; if you need to fax more than 100 pages, split them up into separate document sends.
  • Referral Summary from Epic: Information included
  • Discharge Info includes the Patient Care Referral Form (PCRF) with the Referral to Home Health HOMEBOUND Order (when applicable), Provider Discharge Summary, History, and Nursing Patient Assessment.
  • If you haven't already, from 4Next standalone:
  1. Click Cases Sent on the main menu.
  1. Click the patient name to select a case.
  • If you haven't already, from DHeCare (Epic Hyperspace):
  1. Log in to the Case Management or Care Coordinator module.
  2. From the patient encounter, click the 4Next tab.
  • Click Manage to display the case management view.

  1. Scroll through the provider cards for the case to find the provider you want.

  2. Click Message icon on the provider card.

Updating the shared documents & sharing attachments for Online providers 

video playVideo: Add to the shared clinical documents

  1. Click Documents icon on the provider card. 
  2. The documents that are currently shared with the provider are listed under shared. The Face Sheet and Referral Summary are shared by default. For initial referrals to online providers, best practice is to include Discharge Info. For obstetric mother/baby couplets who are going to have a one-time nursing visit at home, include the EMD Form; do not include the EMD Form for other types of discharges.
  • 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 updateidocuments.
  3. The referral recipient is sent a message "Your list of Shared Documents have changed."

    Each message is added to the applicable single-provider list and the Communicate message list. Messaging a provider automatically marks all messages from that provider as read Message read icon. 

Faxing updated documents & attachments to Fax-enabled providers 

  1. Click Documents icon on the provider card. 
  2. The clinical documents that are available to be faxed are listed in the pop-up. Click to check the box for each document to be sent or resent.
  3. To share or re-share attachments, click to check the Case Attachments box. Only the documents that are currently attached to the case will be faxed to the provider.

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

  1. Click faxidocuments.

Handling failed outbound faxes

Referrals, messages, documents and attachments are sent to verified providers who are not online in 4Next via fax. If you see a "failed" message in the provider's message queue or in the Communicate view , or a fax-enabled provider lets you know that they're not receiving the faxes you're sending:

  • Check that the fax number in 4Next is correct. This information is validated when the provider is given fax-enabled status, but 4Next support relies on the provider to inform us if the number changes. Contact us when a fax number needs to be updated in 4Next.
  • Ask the provider to check that their fax machine is plugged in, powered on, and not busy.
  • Ask the provider to check that their fax machine has paper.

See also 

 

  

 

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