Draft or send a referral to favorite providers

  • 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.

Adding a favorite provider for a need

  1. If you don't see the providers in the ❤ My Favorites (Quick Referral) section on the left, click the heading.
  2. Click ⋮ for the provider you want, and then click the Add Referral Add Referral option option.

The provider is listed under the appropriate patient need as a draft.

Sending a quick referral to a favorite provider

video playVideo: Send a referral from your favorites

  1. If you don't see the providers in the ❤ My Favorites (Quick Referral) section on the left, click the heading.
  2. Click ⋮ for the provider you want, and then click the Send Referral SendReferral option option.

  3. Your selection checkbox checked  is displayed as the Referral Provider in the Send Referral popup. Click next .

  4. A referral message appropriate for the services needed is automatically included in the text. If the planned discharge date is not in the discharge orders, the date is left blank for you to add. Type to edit or add to the message as appropriate.

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

  6. Click next.

  7. 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. Click send.

The provider is listed under the appropriate patient need as  Sent icon Sent. The message you sent is added to the Messages icon messages list, and the Communicate view. For online providers, the Documents icon documents section is updated.

See also 

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

  

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