Kareo Clinical provides improved care coordination with the ability to send patient referrals through secure electronic Direct Message, by eFax, or by downloading and printing the file. Each patient referral includes a Transition Of Care (TOC) and the option to attach an encounter note. Your referral history can be viewed in Referrals under the Clinical icon.
- Direct Message is a secure electronic messaging system that enables transmission of protected health information (PHI) to other authenticated providers. Upon initiating the first referral, you will be prompted to set up Direct Message and authentication with Updox.
- A provider must be part of the DirectTrust network to send or receive a referral via Direct Message.
- For Meaningful Use: When a referral comes back, mark it as received in Referrals as part of your CQM measures.
Navigate to Patient Chart / Notes
Send Referral by Direct Message
If this is your first time sending a referral via Direct Message, you will be prompted to complete a brief set-up process with Updox.
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|A Successfully Sent confirmation message displays in green at the top of the next window. A copy of the attachments is saved in the practice's and patient's Documents.|