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The Referral/Transition of Care Tracking Report is used to track outstanding referrals. To access, go to Report Dashboard and select Referral/Transition of Care Tracking Report.

 

Referral Transition of Care Tracking Report

 

 

1.Select options in the following fields to customize the data that appears on the report:

 

•Facility: This drop-down allows the user to select a facility.

•Type: Allows the user to choose a type of referral: Referral - Outbound, Referral - Inbound, Transition of Care - Outbound, Transition of Care - Inbound, or Self Referral. When Outbound is selected, the Provider field is changed to Referring/Transferring Provider and a Transferring/Referring Provider section is created that will display the physician's information.

•Status to Include: Allows for Complete or Deleted choice.

•Patient Name: Allows for entry of patient name.

•Profile Number: Allows for entry of a specific profile number.

•Receiving Provider: Allows for entry of a specific provider.

•Referring/Transferring Provider: Allows for entry of referring/transferring provider.

•Receiving Provider Specialty: Allows for entry of receiving provider specialty.

•Referring Provider Specialty: Allows for entry of referring provider specialty.

•Appointment date: Allows for entry of appointment date range that falls between and includes dates selected.

•Report Sent Date: Allows for entry of report sent date range.

•Report Received Date: Allows for entry of report received date range.

•Report Expected Date: Allows for entry of report expected date range.

•Report Created Date: Allows for entry of report created date range.

•Include Cover Sheet: Allows user to include a cover sheet.

•Safe Mode: Allows user to run the report in Safe Mode.

 

2.Select a document type from the Output Format drop-down menu.

 

3.Select Run Report. See sample report below.

 

 

Sample Referral/Transition of Care Tracking Report

Referral/Transition of Care Tracking Report

 

The following information is displayed on the report:

•Profile Number: This area displays the patient's profile number.

•Account Number: This area displays the account number.

•Type: This area displays the type of transition/referral.

•Status: This area displays the status: Incomplete, Complete, or Deleted. Incomplete is the default.

•Created: This area displays date created.

•Appt Dt: This area displays the appointment date.

•Sent Dt: This area displays the date sent.

•Received Dt: This area displays the date received.

•Expected Dt: This area displays the expected date.

•Patient: This area displays patient name.

•Receiving Provider: This area displays the receiving provider as well as their address and phone number.

•Referring Provider: This area displays the referring provider as well as their address and phone number.

•DOB: This area displays the patient's date of birth.

•Additional Info: This area displays any documented additional information.

•Reason for Referral: This area displays an explanation for the referral.

 

NOTE: Facilities outside of the United States utilize a different address format. If a foreign address format is used, the province/territory and postal code appear on the Referral/Transition of Care report. A TruBridge representative will need to be contacted for the foreign address fields to be activated.