Receive Incoming Referrals

Incoming referrals request that a healthcare professional provide expert diagnosis or treatment for a patient's medical condition.

About this task

Enter the details of a patient's referral in their visit.
Note: The referral information must be recorded correctly so you can access the correct Medicare billing codes.

Procedure

  1. While setting up the patient's appointment, from the Referral field, select Referral required if this visit requires a referral. Other selections in the Referral menu are reasons that Medicare accepts for not providing a referral.
  2. To view the patient's previous referrals, click R. Select the referral you want to view.
  3. In the Refer to field, start typing the name of the healthcare professional to whom you want to refer the patient. You can select any HCP who:
    • Is in the Helix Address Book.
    • Is in the required specialty.
    • Has a provider number.
  4. Select the HCP's name from the list.
  5. In the Referred by field, search for the name or specialty of the HCP who referred the patient to your practice. This field searches the Helix Address Book for people or organisations. If the HCP is not found, add them to the Helix Address Book, then search again.
  6. Optionally, you can search for an HCP with a practice in a specific location. Click Near and start typing the location. Select a specific location from the list.
  7. In the Request date field, enter the date when the patient's first appointment was completed.
  8. In the Referral period field, select the time period for which the referral is valid. Helix uses this time period and the request date to calculate the date when the referral expires.
  9. If the visit is part of a care plan, in the Care Plan field enter the number of the visit in the care plan, for example, 1/10 for a mental health appointment.

Results

The details of the referral are recorded in the patient's visit.