Docsity
Docsity
Prepare for your exams
Prepare for your exams

Study with the several resources on Docsity

Earn points to download
Earn points to download

Earn points by helping other students or get them with a premium plan

Guidelines and tips
Guidelines and tips
Sell on Docsity
Sell on Docsity
Docsity AI
Docsity AI
Log inSign up

Prepare for your exams

Study with the several resources on Docsity

Find documents

Prepare for your exams with the study notes shared by other students like you on Docsity

Search for your university

Find the specific documents for your university's exams

Docsity AINEW

Summarize your documents, ask them questions, convert them into quizzes and concept maps

Explore questions

Clear up your doubts by reading the answers to questions asked by your fellow students

Earn points to download

Earn points by helping other students or get them with a premium plan

Share documents
download point icon20 Points

For each uploaded document

Answer questions
download point icon5 Points

For each given answer (max 1 per day)

All the ways to get free points
Get points immediately

Choose a premium plan with all the points you need

Study Opportunities

Choose your next study program

Get in touch with the best universities in the world. Search through thousands of universities and official partners

Community

Ask the community

Ask the community for help and clear up your study doubts

Free resources

Our save-the-student-ebooks!

Download our free guides on studying techniques, anxiety management strategies, and thesis advice from Docsity tutors

Epic Referrals.docx....Epic Referrals.docx, Exams of Nursing

University of CambridgeNursing

Epic Referrals.docx....Epic Referrals.docx

Typology: Exams

2025/2026

Available from 03/30/2026

real-grades
real-grades 🇬🇧

5

(3)

11K documents

1 / 15

Toggle sidebar

This page cannot be seen from the preview

Don't miss anything!

bg1
Epic Referrals
internal referral - correct answer allows a provider in one
clinic to notify a provider in another clinic that the patient needs an appointment.
external referral - correct answer occurs when a provider
outside of UTSW requests an appointment from one of our providers (usually we
receive these by fax, phone or PPRS
Insurance Referral - correct answer are not appointment
requests. Certain insurances require insurance referrals as authorization for seeing
a specialist.
how do you view a patient's referrals - correct answer in chart
review click the referrals tab
referral management workqueue - correct answer Internal
and External referrals (When the clinic creates a referral record for an external
referral).
Procedure Referrals - correct answer Procedure Referrals
Customize your Workqueue Columns - correct answer 1. in
the workqueue, Click on the wrench (located on the top right of the screen).
2. Click on Modify Columns.
3. Use the Up and Down arrows to customize your columns that fits you and your
work style.
4. click accept
Contact the patient within ___ business day(s) to acknowledge
receipt of referral request. - correct answer 1 business day
Make a minimum of ___ contact attempts for all referrals utilizing
pf3
pf4
pf5
pf8
pf9
pfa
pfd
pfe
pff

Partial preview of the text

Download Epic Referrals.docx....Epic Referrals.docx and more Exams Nursing in PDF only on Docsity!

Epic Referrals

internal referral - correct answer allows a provider in one clinic to notify a provider in another clinic that the patient needs an appointment. external referral - correct answer occurs when a provider outside of UTSW requests an appointment from one of our providers (usually we receive these by fax, phone or PPRS Insurance Referral - correct answer are not appointment requests. Certain insurances require insurance referrals as authorization for seeing a specialist. how do you view a patient's referrals - correct answer in chart review click the referrals tab referral management workqueue - correct answer Internal and External referrals (When the clinic creates a referral record for an external referral). Procedure Referrals - correct answer Procedure Referrals Customize your Workqueue Columns - correct answer 1. in the workqueue, Click on the wrench (located on the top right of the screen).

  1. Click on Modify Columns.
  2. Use the Up and Down arrows to customize your columns that fits you and your work style.
  3. click accept Contact the patient within ___ business day(s) to acknowledge receipt of referral request. - correct answer 1 business day Make a minimum of ___ contact attempts for all referrals utilizing

all phone numbers and MyChart (if applicable), regardless of priority. - correct answer 3 contact attempts All Contact attempts for Same Day Referrals will be completed within one business day. If you are not able to schedule a same day referral, you should place a manual phone call to the referring provider. - correct answer All Contact attempts for Urgent referrals will be completed within three business days - correct answer All Contact attempts for Routine Referrals will be completed within 5 business days - correct answer after contacting the patient about a referral via phone call and mychart message ...

  • correct answer Document all contact attempts in the referral notes. Update the referral scheduling status to reflect the current state of the referral. all new patient appts - correct answer require a referral! This includes self-referred appointments. If the referral does not result in a scheduled appointment ... - correct answer notify the referring provider. All Referrals must be managed via ... - correct answer secure electronic medium throughout its entire lifecycle. steps of working a referral #1 - correct answer 1. From the workqueue list. Double-click on the patient you want to access.

step 4 of working a referral - correct answer Diagnoses - Contains the patient diagnosis associated with the current referral (Authorization users can add diagnosis as necessary either by code or as free text). step 5 of working a referral - correct answer Services - Use the Services section to show which services are requested as part of the current referral. step 6 of working a referral - correct answer Referral Details- Use the Referral Details section to show a display of information about the referral, such as the patient demographics, appointments currently assigned to the referral, and coverage information. step 7 of working a referral - correct answer Communications- Contains notes that the ordering provider placed about the referral (Provider Comments), to document your contact attempts (Patient Communicaiton), and to document a scanned Insurance referral (General).

  1. Click note
  2. Note Type - Patient Communication
  3. Summary-First Call or First Attempt
  4. Document your call attempt. You can free text or use the SmartPhrases available (.call1, .call2, and .call3) Type in .call1 and then press enter or the space bar to pull it in. You can add to the message and state that you sent a MyChart message. i. Please note that you will have to choose a contact type (Home Phone, Work Phone, MyChart Message or Other).
  5. You can click on the Scan icon for faxed or mailed referrals
  6. Click confirm
  7. Click close step 8 of working a referral - correct answer Scheduling - Click on the magnifying glass next to Scheduling section to update the scheduling status. Scheduling options - correct answer ready to schedule

pending called 1x called 1x - info needed called 2x visit scheduled - records needed visit scheduled - under review visit scheduled patient refusal - Patient declines to schedule for any reason. unable to contact do not schedule step 9 of working a referral - correct answer put in authorization and date referred and date expires

  1. Coverage Information : Type of insurance the patient has.
  2. Authorized Dates: The dates authorized for the visit(s). Coverage Auth - correct answer Use the Coverage Authorization section to record authorization information specific to one coverage on the referral. This section is linked from the line for the corresponding coverage in the Authorizations section. second call attempt - correct answer (EACH CALL ATTEMPT NEEDS TO TAKE PLACE ON A SEPARATE DAY) A. Access the referral. B. Review the referral forms (General, Diagnosis, Communication, and Authorization) to find out why the patient needs to be scheduled in your clinic. C. Click on the appt desk icon from the referral. D. Call all telephone numbers (if you already sent a MyChart message on the first call attempt you do not have to do it a second time). E. If unable to get a hold of patient, return to the referral. F. Navigate to the Communications section. Add a green plus sign. Use "Patient Communication" for the Note Type. Use .call2 for the documentation section. Use "Second attempt" for the "Summary" section.

appointment list - correct answer Use the Appointment List section to show all of the patient encounters that are linked to the current referral. If you need to assign an appointment not scheduled in the system to the referral. Use the add external appt or the add manual count button. When you are done, save and close the referral - correct answer Deferring a referral from a workqueue - correct answer 1. From the workqueue, highlight your patient, and click on.

  1. Enter the following information: A. Select the appropriate reason B. Date when you want the referral to come back into the Active workqueue. C. Time for the referral to show up in the Active workqueue. D. Type additional information why you defer the referral.
  2. Click Accept.
  3. The referral has been moved to the Deferred tab until the date and time you specified. If you need to move it back to the Active tab, select the referral, and click on Activate. Scheduling Referrals - correct answer 1. Click Workqueue List on your toolbar to see all of your workqueues. Click on the Referrals tab of your workqueue list, double-click the workqueue you want to work to open it which is: 19065 RFL MGMT CARDIOLOGY REFERRALS
  4. PATIENT: "MICHELLE" (any Michelle within that workqueue) Double-click on a referral record.
  5. Review the referral.
  6. Access the appt desk to make contact with the patient.
  7. If patient is ready to schedule. Navigate to the Referrals tab on the Appt Desk.
  8. Find your referral, right-click, and choose Schedule from Referral.
  9. The Make Appointment form opens. Some details might already be filled in,

using the information in the referral.

  1. Click on the Add Visit Type - answer the questions from the decision tree
  2. Enter in your Appointment Notes 10.Next, in the Add a Provider section, select the provider you wish to schedule with. 11.In the Start search on field, enter a date. 12.Click Search. 13.Double-click an appointment slot and click Schedule. Finish scheduling the appointment as you normally would. 14.When you get back to the Appt Desk, you will see that the Scheduling status has been updated with Visit(s) Scheduled under your Referrals tab. 15.Navigate to the Future tab and double-click on the appointment you just scheduled. How can you tell the appointment is linked to the referral? - correct answer a. The Referral number will appear on the Appointment Information window b. Referring Provider will appear on the Appointment Information window c. The Scheduling Status will update to Visit(s) Scheduled d. An Icon will appear on your appointment desk Accept and Schedule while Editing a Referral - correct answer
  3. In addition to scheduling a Referral from a workqueue you can now click on Accept and Scheduling while you are editing a Referral
  4. Once you click on the Accept and Schedule icon it will then take you to the Book It activity and allow you to schedule from the referral.
  5. Once you have completed making your appointment the referral will then drop from the workqueue. Schedule a referral when a patient calls - correct answer 1. Click appointments to Search for a Patient. Click ACCEPT to be taken to the patient's appointment desk.
  6. Select the Referrals tab.

How can I tell if the referral is linked to the visit I created? - correct answer Once you double-click on the appointment from the Future tab, you can locate a Referral number. icon that a referral is attached - correct answer stethoscope with arrow Assign a Referral while Editing a Referral - correct answer 1. There is now an option for your to assign your Referral while editing your patient's Referral.

  1. Once you click on the Accept and Assign option on your Referral tool bar, it will then take you the the Appointment List window.
  2. While in the Appointment List window, be sure to select the appointment you wish to assign your referral to.
  3. Click on the Assign button and the referral will then drop from your workqueue Why is it important to create a referral record for referrals received via fax or mail? - correct answer So we can see the referral in Epic and work it from the workqueue. External Referrals - correct answer An external referral (a.k.a. manual entry referral) is also required to be entered if a patient self refers themselves to a specialist without and existing referral in EPIC. external referral example - correct answer 1. Go to Epic > Referrals > Referral Entry
  4. Click on the Magnifying glass in the Patient field to look up your patient.
  5. Find your patient.
  6. You can click on New or choose a referral template by clicking on the drop down arrow.
  7. Choose Template.
  8. Type 3 and Enter (UTSW External Referral Template))
  9. Click Accept.
  1. In the General form complete or update (when you use template information is defaulted from the template)the following fields: Type: Referral (if this is not populated with Referral then it will not show up in the [19065 RFL MGMT CARDIOLOGY REFERRALS] workqeue. Class: Incoming (this will cause it to route in the [19065 RFL MGMT CARDIOLOGY REFERRALS].) Dates: Enter the Referred on Date
  2. In the Referred By/To form enter both the Referred By and Referred To Location/POS, Department, and Provider & Address. Referred By: Provider: Carlos Venegas Referred To: Department: CARDIOLOGY Department Speciality: Cardiology Provider & Address: Your "Heart" Doctor 10.In the Diagnosis form, enter the Free Text Diagnosis (Front end employees are not expected to memorize Diagnosis codes). Free Text Diagnosis: SOB (shortness of breath).. click close 11.In the Services form, enter the Procedure code. 12.In the Communications form, click , then complete:
  3. Note Type: Provider Comments
  4. Summary: Referring Provider Notes
  5. Free text form: Patient complains of shortness of breath for the past 5 days. Please evaluate for shortness of breath.
  6. Scan: You can scan the referral request and/or the insurance referral authorization. Do not scan ANY medical records. You can send them to the HIM department for appropriate scanning.
  7. Click confirm.
  8. Then click close

Approved: 1

  1. Communications Click on note Note Type: General Summary: HMO/Insurance Referral Free Text Form: You can enter any pertinent notes that are needed regarding the referral and its progress. There are also three useful SmartPhrases that can be entered here:
  2. .referralauthorized
  3. .referralpendingreview
  4. .referraldenied Click scan: You can scan the referral request and/or the insurance referral authorization. Do not scan ANY medical records. You can send them to the HIM department for appropriate scanning Click confirm Click close
  5. Scheduling Click the magnifying glass under Scheduling Status. Scheduling Status: Ready to Schedule. Click close.
  6. Authorization form complete the following fields:
  7. Coverage Information : Type of insurance the patient has.
  8. Authorized Dates: The dates authorized for the visit(s). Start Date: T Expiration Date: Y+
  9. Requested: 3 Authorized: 1
  10. Coverage Authorization form: If you have multiple CPT (Diagnosis) codes and the insurance compa

What activity would I access in order to work referrals for your clinic? - correct answer Workqueue List What is the name of the queue to work referrals that were sent by a provider within UT? - correct answer RFL MGMT WQ Can you move the columns within your workqueue to best fit how you want to view the information? - correct answer yes What column tells you the scheduling status of the referral? - correct answer Scheduling status True or False: We must attempt to contact the patient 48 hours of receiving the referral. - correct answer false How many times do attempt to contact the patient to schedule the referral? - correct answer 3 Since we must document all contact attempts, can you abbreviate in the referral notes? - correct answer no True or False: If you schedule from the referral it updates your scheduling status automatically? - correct answer true Why is it important to schedule from the referral? - correct answer Administration reporting and tracking How do I notify a referring clinic/provider if I was unable to get a hold of the patient or the patient refused to schedule? - correct answer An automatic message is generated to inform the provider about the patient not being scheduled