1. Lesson 5: Epic Appointment Scheduling Referrals
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2. Epic Appointment Scheduling Referrals
In this lesson you will learn:
─ How to edit an incorrectly entered referral
─ The Point of Service Warning Signs

3. Referrals– Editing a Referral Entered Incorrectly
You cannot “delete” a referral that was entered incorrectly. A workflow preventing the incorrect referral from displaying in the Referral table has been devised for this purpose.
If for some reason, the wrong patient was selected for the referral entry and is completed before you discover the error, the only way to prevent additional errors is to eliminate the incorrect referral from the display table

4. Referrals– Editing a Referral Entered Incorrectly
Referrals entered on the wrong patient should be edited using the following steps:
Select the patient you entered the wrong referral on.
Select the incorrect referral from the referral table.
Click the Edit button.
Change the status of the referral to Cancelled.
Edit the Start and Expiration Date to 366 days in the past of the current date (i.e., ).
Click the Add button to enter a Referral Note
Note Type: General
Add free text comment: Referral entered on the wrong patient
Click the Accept button

5. Referrals– Editing a Referral Entered Incorrectly
Editing the referral using these steps will help to identify the referral entry error. The incorrect referral will not display in the table because it will be outside the date range of displayed referrals.
You should edit the summary field or enter the statement “REFERRAL ENTERED ON WRONG PATIENT” to clearly identify the note.

6. Referrals– Point of Service Warning Displays at Check In
If the referral status is any of the following:
Canceled
Closed
Denied
Incomplete
New Request
Open
Pending Review
Wavier Signed

7. Referrals– Point of Service Warning Displays at Check In
Staff may click the Assigned Referral hyperlink or select the Referrals button on the Check In toolbar to access and complete additional edits.
Click Accept to Check In the patient without editing the referral.
Click the Cancel button to exit the Check In screen.
Important Note: The only referral status that will not display a warning is Authorized.