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Export Referral

Updated: 01/03/2024|Views: 2884

One of the long term objectives and regulations for improving patient care coordination requires all healthcare providers to communicate with one another and securely share patient health information. Download the patient's Summary of Care as an XML file to share the patient's record.

Tip_Icon.png Tip: Send the Referral directly to the provider via Direct Messaging or eFax from the patient's signed clinical note. Certain CMS Incentive Program and some health IT regulations require the Summary of Care to be sent via Direct Message.

The Summary of Care file includes:

  • Basic Demographics
  • Problems
  • Social History (specifically smoking status)
  • Instructions
  • Allergies
  • Encounter Diagnosis
  • Care Plans
  • Clinical Notes
  • Functional/Cognitive Status
  • Procedures
  • Vital Signs
  • Medications
  • Medications Administered During Visit
  • Results
  • Immunizations

Access Export Referral

  1. Enter the first 2–3 letters of the patient's name in the top navigation search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click the More drop-down arrow and select Export Referral. The Export Referral pop-up window opens.

Export Referral

  1. Click Export. The XML file is saved to the computer.
  2. The file is ready to be shared with applicable providers.
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