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Kareo Help Center

Download or Print Referral

Updated: 10/14/2021
Views: 3797

A patient referral can be downloaded, printed, and provided to the patient or manually faxed to another provider. A patient referral is initiated from within a signed clinical note and includes a Transition Of Care (TOC) with the option to attach an encounter note. In addition to the download and print options, patient referrals can be sent through Direct Message or eFax.

A history of your patient referrals can be viewed and managed from the Referrals page. For CMS Incentive Programs: When a referral comes back, mark it as received under Referrals as part of your Quality Measures.

Access Signed Clinical Note

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Notes. The Notes page opens.
  4. Click View. The signed note opens.
    Note: Referrals should be generated from a signed note. 
Clinical_Notes_ViewSignedNote.png

Generate Referral

  1. Click to select "Transferring" to indicate the patient is being referred to another provider.
  2. Click Care Coordination and select Send Referral. The Send a referral pop-up window opens.
  3. Optionally, to include the clinical notes with the referral, click to select "Encounter note".
  4. By default, all items are included in the Summary of Care. To remove items that should not be included, click to clear the checkboxes.
  5. Print or Download the referral.
Clinical_Referrals_GeneratePrintDownload.png

Print Referral

  1. Click Preview/Print. The preview of the referral opens in a new browser window.
  2. Click Print to use the web browser's functions to generate a PDF of the referral. The Send a referral confirmation pop-up window opens in the clinical note.
Clinical_Referrals_PrintPreview.png
  1. Return to the clinical note and indicate whether a Summary of Care was provided. By default, "Yes" is selected to include the referral in the Referrals page.
    • If a Summary of Care was not provided, click to select "No". Then, click Close to return to the clinical note.
  2. Click Save when finished to return to the clinical note. The referral is saved in the patient's documents and in the Referrals page.
    • To save the referral and start a new referral for the patient, click Save and create another Summary of Care.
Clinical_Referrals_PrintConfirm.png

Download Referral

  1. Click Download. A PDF of the patient's referral downloads and the Send a referral confirmation pop-up window opens.
  2. Indicate whether a Summary of Care was provided. By default, "Yes" is selected to include the referral in the Referrals page.
    • If a Summary of Care was not provided, click to select "No".
  3. Click Save when finished to return to the clinical note. The referral is saved in the patient's documents and in the Referrals page.
    • To save the referral and start a new referral for the patient, click Save and create another Summary of Care.
    • If "No" was selected, click Close to return to the clinical note.
Clinical_Referrals_Download.png
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