Includes the following fields:

• Visits - Type the number of visits you (or the provider) recommends.

• Needs Interpreter - Clicking this check box displays a text field to indicate the language needed. This check box is disabled once the referral has been sent or printed.

• Intra Office Communications - Type an informal note concerning this referral to others within your practice, if applicable.

• Instructions to the Patient - Type any pertinent instructions to the patient (such as preparation for the appointment). The LMR includes text you enter here in the letter generating when printing using the Letter to Patient option.

Includes the following fields:

• Prelim Diag/Reason - Required field. Use the drop-down arrow () to select the diagnosis or reason. The available choices are related to the selected specialty, if applicable.

• High Priority - Select this check box to indicate the priority of this referral. The main referral screen allows you to sort the list by this flag.

• Appt Urgency - Choices include Routine, Urgent, and Emergency. Provides information for scheduling. Also determines how quickly tasks associated with this referral are flagged as being overdue.

• Pertinent Past Medical History/Questions to be Answered - Accepts an optional free-text description.

Includes the following fields:

• Visit Note - Select whether you want to include either the last visit note or a selected visit note as background for the specialist visit. If you choose Selected Note, the LMR displays a list of all notes for the patient. Click the check box to the left of the note or notes you want to include and click Ok.

• Clinical Summary - Select whether you want to include a full summary of the patient's record, (including medications, allergies, problems, and procedures) with the referral. The LMR automatically selects this check box if the specialist is not an LMR user.

• Send immediately after signing - For electronic transmittals only: select this option if you want to send this information immediately (otherwise, information is sent as part of a batch overnight process).

• Send by - Allows you to select whether information is to be sent by fax, e-mail, clinical message, or print (standard mail). Your options depend on the details available for the associated specialist. That is, if no e-mail address is provided, that option is not available. The Print option assumes you are sending the referral using standard mail (the LMR prints background info with the referral).

Note:  

1. • If you select the E-mail option for sending a referral, and the recipient is not a Partners specialist, the LMR sends the letter and attachment via the "Send Secure" method.

   • If the patient has sensitive information, only the Print option is available. You will need to manually print and mail this referral.

   • If the Clinical Summary and Fax options are both selected, the Clinical Summary will need to be manually printed and mailed.

Includes the following fields:

• Appt Date and Time - The LMR automatically completes these fields once information is available (unless the practice does not schedule appointments).

• Attach Note - The LMR automatically attaches notes once information is available. However, you can also manually attach one or more notes. Click the to display a list of all notes for the patient. Click the check box for one or more notes and Ok.

• Note: You can also attach a note to a referral from the main Referral Management screen by clicking the ....

• Consult note has been reviewed and acknowledged - Select this check box to indicate that you have reviewed the note.

• Patient has been notified of consult note results and follow up recommendations - Select this check box to indicate that the results of this consult have been reviewed with the patient.

• Close Referral - Select this check box to remove this referral from your active list. Use the associated drop-down list to indicate the reason for closing.

Draft –Use this option to save the referral with a status of “Draft – Staff to Complete.”

Pending Authorization – Use this option to save the referral with a status of “Pending Authorization” (letting the PCP know that he or she must authorize it to continue).

Authorized by MD – Use this option to save the referral with a status of “Awaiting Scheduling.” The referral moves through other statuses through automatic background processing (such as finding the appointment and consult note) as well as completion of other fields/options (such as indicating consult note acknowledged and patient notified).

Authorized by MD/Print – Same as previous and prints a paper copy.

Final –Use this option to update and save a referral. (This option is not available before authorization.) You can continue to edit any referral saved as Final. The status for the referral is based on its progress through the referral cycle (awaiting scheduling, pt visit, note, acknowledgement by MD, communication to pt, and closure).

Final/Print – Same as previous and prints a paper copy.