Creating a basic referral letter

When you create a basic referral letter, you can include medical summary information in the letter (select the Use Medical Hx check box in the referral), You cannot attach documents to the letter or customize the content.

Steps

1.

Initiate a referral and complete the new referral details. See Initiating referrals.

Note: To create a letter based on a previously started referral, open the patient’s medical summary (see Opening the medical summary), click the Referrals tab, and double-click the referral you want.

2.

On the New Referral (or Existing Referral) window, within the Enter Text of Letter field, type the content of your letter.

Tip: If the Enter Text of Letter field is too small for your letter content, click Expand Area . The EMR expands the text area and hides the lower fields. When you finish adding your text, click Minimize Area .

3.

To print the referral letter, perform one of the following actions:

Click Quick Print to send the referral letter to your default printer or fax machine.

Click Print to select a specific printer or fax machine before printing.

4.

In the LETTER COMPLETED area, indicate the status of the referral letter. For details about each status, see Managing referral letters.

5.

Click Save & Close Referral .

6.

If you did not select the MSP Referral Sent check box, the EMR prompts you to “Send Referral to MSP?”. Perform one of the following actions:

If you want to bill MSP for the referral, click Yes. The EMR automatically creates a bill with the patient's name, fee code and specialist’s name to whom the patient is referred.

If you do not want ill MSP for the referral at this time, click No.