Epic View Only Referrals This material contains confidential and copyrighted information of Epic Systems Corporation - Confidential

Referrals – View Only In this lesson you will learn: To display all referrals To select specific referrals To navigate within a referral

Epic Referrals The referral option in Epic allows PCPs to communicate directly to CHS specialists online and obtain continued advanced treatment of our patient population. It also allows CHS specialists to record incoming referrals from Non-CHS providers to maintain accurate records of patient care and billing.

Epic Referrals Click on the Referrals command, then click on the Referral Entry option. When the Referral Entry option is selected, the Referral Lookup window will display. You can conduct the patient search or enter the known referral number if known. Using partial name search criteria such as the first three letters of the lastname and the first three letters of the first name, the select patient window will display, giving you the opportunity to ensure that the correct patient is selected. The referral forms can be accessed from the Epic button.

Epic Referrals If there are no referrals on that patient, an indicator will appear to inform you. You can create a new referral from this window and from the patient’s appointment desk depending on your security. Click on the “New” button to proceed to the next screen.

Epic Referrals If there are referral(s) on this patient, they would appear within the “Referral Lookup” window. Click on the appropriate referral (based on the criteria presented: i.e. creation date, insurance, referred by and to, status and start/expiration dates), click “Accept” to proceed to the next screen.

View Only Referral Access After selecting an existing referral, you view the details in the selected referral.

View Only Referral Access You can Print the referral from the Print option located on the toolbar. You can move between forms by clicking on the form you want to view.. Once you have finished viewing the referral, click the Cancel button.

Epic Referrals – Appointment Desk You can also view directly from the patient’s appointment desk. Located within the “Patient Options” menu, click on the drop down arrow and select the “Referrals” option.