You can send referrals via the web from the Patient Chart. This feature works in conjunction with the DXWeb Toolbar and your eCentral account. To use the Send Referral Via Web feature in the Patient Chart, you must set up the following items in the DXWeb Toolbar:
· Enter your eCentral User ID and Password
· Set up Referred To providers by adding an email address and a username in the Referral Setup
· Set up patients with a Web Consent date in the Patient Setup
Note: You must have an eCentral account and you must have the three options above set up in the DXWeb Toolbar in order to send referrals via the web from the Chart.
Once you have an eCentral account and set up the prerequisite settings in the DXWeb toolbar, you can send referrals via the web from the Patient Chart.
To send a referral via the web
1. Select a patient.
2. In the Patient Chart, click File, and then click Send Referral Via Web.
The Send Referral Via Web [patient name] dialog box appears.
3. If the provider making the referral is different from the patient's provider, click the Referring Provider search button and select the appropriate provider.
4. Select the information or items that you want to include with the referral:
· Include Last Perio Exam
· Include Health History
· Include Images - You must have imaging software installed to include images.
· Include Dental Insurance
· Include Medical Insurance
· Do Not Include Progress Notes
· Include Progress Notes for Current View
· All Progress Notes for Current View
· Date Range for View - Type a range of dates.
· Highlighted Progress Notes Only
· All Treatment Plan for Current View
· Only Treatment Plan for Referred To Dr.
5. Click the Referred To search button, and select the provider you want to refer the patient to.
Note: The provider you are referring the patient to must be set up in the DXWeb toolbar to receive the referral by email.
6. Under Referral Note, type a note to accompany the referral.
a. To check the spelling of the note's text, click the spell check button.
b. To include the referral note in the email message, select Include Referral Note in E-Mail Notification.
7. Click Send.