User Manual Q&AAnswer
Jan 17, 2025 - 02:10 AM
To request a new referral for a patient to another provider or location, follow these steps:
1. From the patient's chart, click the More menu (…) and select Orders.
2. Click Order Entry.
3. Click Preference List.
4. Open the Procedures section and click Referrals.
5. Select the referral you want to order.
6. Click Accept Orders to close the preference list.
If you know the name of a previously ordered referral, you can use the New procedure field to search for it.
To complete/edit the referral:
1. Locate the referral in the Order Entry screen and click the pencil icon to edit it.
2. Use F2 on your keyboard to complete the fields in the referral SmartPhrase.
3. Provide the referral details, including the priority level, the provider or location where the patient is being referred, referral expiration date, number of visits for the referral, and any necessary attachments.
4. Associate a diagnosis with the referral.
5. Click Accept to complete the referral or click Cancel to cancel the referral.
For more detailed information and step-by-step instructions, refer to the "Request a New Referral" section in the KAISER PERMANENTE Affiliate Link Referrals and Authorizations User Guide.
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