What I have discovered today might be a deal breaker for my facility if I can not resolve this. Our clinic makes referrals to outside providers for services for our clients. These referrals have specific appointment times. The referral application under transactions does not provide input for the appointment time.
I understand this is for an office that is just recommending a referral, but we actually make the referral and appointment.
Is this something that can be easily added, or is there another way to accomplish what I need to do.
Hi Richard,
That is like…real easy to do.
First question:
How are you sending your referrals?
Are you mailing, sending with patient, faxing (ug), e-mailing or what?
Currently, the physician orders the referral, the receptionist calls the the provider and makes the appointment. The case manager/nurse fills out the consult and makes a packet of necessary documents. The day of the appointment, staff take the patient and packet to the provider.
I should add, the receptionist/secretary keeps the appointment dates/times in a scheduler installed on her computer and the case manager/nurse keeps a paper calender with the appointment date/time.
We are trying to merge all this by using the Oemr.
Oh, so you deliver the patient with the whole deal. If there is a need to communicate more regularly and you have a close association with the folks you are driving the patient to, you could just access the system from both sides… avoiding the need to carry data around, pass around referrals on paper, or any of that.
Anywho, you are just saying that you want a referral form to print out with an annotated appointment on it… should be real easy. I’ll see to it.
OK, go to Administration, Layouts, and choose referrals from the layout list.
Under the “Referral” group, select “Add Field”.
Set the following fields:
Order: 10
ID(?): refer_appoint_date
Label (?): Appointment Date
UOR: Optional
Data Type: Text-Date
Size: 1 (This will change to blank, but sometimes it thinks it needs this, so put something in there)
List: (leave blank)
Label Cols: 1
Data Cols: 1
Options : (leave Blank)
Description: Enter pre-approved Appointment Date
Hit Save Field.
Now do it again, but enter the following values:
Order: 11
ID(?): refer_appoint_time
Label (?): Appointment Time
UOR: Optional
Data Type: Text
Size: 1 (This will change to blank, but sometimes it thinks it needs this, so put something in there)
List: (leave blank)
Label Cols: 1
Data Cols: 1
Options : (leave Blank)
Description: Enter pre-approved Appointment Time
Hit Save New Field
Now go to the bottom of the screen and hit “Save Changes”
Look at the Referral form
If you don’t like the way it is arranged, you can alter those Label Columns and data columns a bit to re-arrange it. There are four columns per table (page), and there are 41/2 columns full, so you could change the order of #4 to 5 and 5 to 4, then make the new #5 (Reason) have 3 data columns. This would probably make the whole form look better, as well as letting you put the date and time on the same line at the bottom of the form.
OK, got that part done, now I need to get it to show on the printed referral form.
I found the form in Administration, Files, referral_template.
this is the section of code of where it would go, but I notice that the fields being called for seem to be different than the DB field name that is in transactions.