You can use the Referral Upload Override option to select certain criteria for uploading referral information.
Note: A similar option is also available in the Patient Chart so you can attach images to the referral. From the File menu in the Patient Chart, click Send Referral Via Web. Only the current patient's referral information will be included.
To perform a referral upload override
1. In the DXWeb toolbar, click Upload and then in the submenu, click Referral Upload Override.
The Referral Upload Override dialog box appears.
2. Do the following:
· Select Referred TO - Click the From and To search buttons and select the first and last patients for the range from the Select Referred To dialog box, or leave <ALL> selected.
· Include All Patient Referrals - Type a date range for referrals to include in the upload. To upload only those referrals that you have not uploaded previously, select Skip Referrals Already Uploaded.
· Patient Chart Information - Select the chart information that you want to upload.
· Insurance Information - Select the insurance information that you want to upload.
· Referring Provider - Select one of the following:
· Use Patient's Prov1 - Uploads the referred patient's primary provider from the Family File.
· Use Provider - Uploads the provider you select from the list.
· Referral Note - Type a note for the doctor you are referring the patient to. To send the note by email, select Include Referral Note in email.
Important: Email is not secure. Do not include sensitive information in a referral note that you send in an email message.
· Progress Notes - Select one of the following:
· Do Not Include Progress Notes - Does not upload the patient's progress notes from the Patient Chart.
· Include Progress Notes - Type a date range and then select the type of progress note you want to include.
· Include Referral in e-mail - Select to include the referral in an email.
3. Click Upload.
The DXWeb Upload List appears.
4. To remove a patient from the list, select the patient, and then click Remove Patient(s) from Upload List.
A Web Referral Office Journal is automatically recorded for each referred patient, referring provider, and the uploaded Referred To provider.