Working with referral details

  • If you haven't already:
  1. Click Referrals Received on the main menu.
  1. Click the patient name to select a case.
  1. Click details on the Referral Management view.

Viewing patient, case, and insurance information

Patient information is at the top of the referral details, and includes demographics, next of kin, and emergency contacts. Name, date of birth, sex, and primary address are the only information required to create a case.

Case information include the case owner and type; visit number, referral source, and patient location; attending and primary care name and phone number; patient location; admission date; admitting diagnosis; hospital service and discharge date, as applicable. Case owner and type are the only information required to create a case.

Insurance information includes the payor, policy number, subscriber, relationship (to the subscriber), employment status (of the patient), HMO case manager name, and HMO phone number.

Viewing comments 

Comments in the referral detail are entered by the sender to provide an update on the current status of the clinical documents and attachments. Comments are view-only.

Viewing or printing clinical documents (Mass General Brigham inpatients only)

For Mass General Brigham inpatients only, clinical documents for the visit are available when shared with the referral. (The Documents section is not shown for non-Mass General Brigham OUT patients.) Clinical documents include case management notes, discharge information, the EMD (Early Maternity Discharge) form, the face sheet, the medications list, operative notes, PT/OT/ST (physical, occupational, and speech therapy) notes, and the referral summary. The documents are updated in real time.

  • To view an item:
  1. Click PDF print buttonView document button in the bottom left of its card. The document opens in a popup window.

  2. Click × to close the popup.

  • To open an item as a ready-to-print PDF:
  1. Click PDF print button in the bottom left of its card. The document opens in a popup window. From there, you can print or save a copy.
  • Every page includes a heading with patient identification and case owner contact information.

  • Every page includes a footer with "Extracted from the Legal Health Record and printed on " and the date and time stamp, plus "Mass General Brigham Incorporated Clinical data printed from 4NEXT - Confidential" and the page number and page count.

  1. Click × to close the popup.

  • To print more than one item at a time, as a single PDF:
  1. Click Checkbox unchecked on the document card to select one or more; click Checkbox unchecked Select all in the Documents heading to check Checkbox checked every document. 
  2. Click PDF print button on the heading. 4Next collates the selected items into a single PDF. The document opens in a popup window. From there, you can print or save a copy.
  • Every page includes a heading with patient identification and case owner contact information.

  • Every page includes a footer with "Extracted from the Legal Health Record and printed on " and the date and time stamp, plus "Mass General Brigham Incorporated Clinical data printed from 4NEXT - Confidential" and the page number and page count.

  1. Click × to close the popup.

Viewing and printing Case Attachments

  • Case Attachments are added and shared with the referral as needed. For OUT patients (non-Mass General Brigham patients), Case Attachments are the only documentation available to send with the referral.
  • To open an attachment as a ready-to-print PDF:
  1. Click PDF print button in the bottom left of its card. The document opens in a popup window. From there, you can print or save a copy.

  2. Click × to close the popup.

  • To print more than one attachment at a time, as a single PDF:
  1. Click Checkbox unchecked on the document card to select one or more; click Checkbox unchecked Select all in the Attachments heading to check Checkbox checked every document. 
  2. Click PDF print button on the Document heading. 4Next collates the selected items into a single PDF. The document opens in a popup window. From there, you can print or save a copy.

  3. Click × to close the popup.

Adding or removing a Site attachment

  • Site attachments are not available to the referral sender.
  • For Mass General Brigham sites only:  Site Attachments do not go to the SFA or condensed referrals; only Case Attachments are included in these.
  • To be attached in 4Next, a file must be saved as a PDF. You must have the file available to the device you're working on, and you can only attach one file at a time.
  1. In the  Case Attachments icon Site Attachments section, click  Add Case Attachment button in the upper right. The Add Case Attachment popup opens.
  2. Click to select an option from the Category drop-down list.
  3. Click Choose File, and then browse to the .pdf file you want to attach.
  4. Click Open. The file name displays next to the Choose File button.
  5. Click submit.
  • To remove a site attachment, click  Add Case Attachment button in the bottom left of its card.

Returning to the patient's referral management view

Click manage in the upper right.

See also: pre-admission and screening forms

Home health agencies: Completing a pre-admission analysis (PAA) form

SNF, LTAC, and inpatient rehabilitation facilities: Completing a screening form

See also for  Mass General Brigham sites only

  • Spaulding Cape Cod:
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