When sending a referral letter, you may include multiple types of attachments. You can currently include the following types:Signed and unsigned encounter notes
- Encounter notes: Signed or unsigned encounters of any note type (SOAP or simple)
- Lab results: Results may be signed or unsigned and may contain structured and/or unstructured data
- Imaging results: Results may be signed or unsigned and must contain structured data, i.e. reports only, not images
- Documents: Signed or unsigned with any assigned document type
- Referral Note document: Clinical documents formatted to the Consolidated Clinical Data Architecture (CCDA) Referral Note document template may be generated and attached directly within the referral workflow. These documents cannot be sent to recipients via fax, as the document is in a digital XML format; they must be sent electronically. If you are sending a referral by fax, Referral Note documents will need to be printed and faxed separately
- Continuity of Care Documents (CCDs): Clinical documents formatted to CCDA standards may be generated from the patient chart by following the guidelines here. A CCD cannot be sent to recipients via fax, as the document is in a digital XML format. If you are sending a referral by fax, CCDs will need to be printed and faxed separately
Adding referral attachments
1. Click into the Attachments field within the referral window. You will then be able to select from a list of the patient’s available attachments in the left-hand flyout pane. A notification below the attachment will indicate if it can only be sent electronically.
2. If necessary, use the two dropdown filters at the top of the Attachments flyout to further narrow down the list of available attachments.
Filter by time frame (for example: last 18 months):
Filter by attachment type (for example: Clinical Summary):
Note: At this time, referral attachments on e-faxed referrals cannot total more than 500 KB in size. The indicator above the top-right corner of the Attachments field will show the total file size. If the files exceed 500 KB, one or more of the attachments must be removed before faxing. Alternatively, if the referral recipient has a Direct address or is part of the Practice Fusion provider network, you may un-check the Send by Fax box in the referral window to send only an electronic copy of the referral. There is no attachment size limit for electronic referrals.
3. Clinical documents formatted to the Consolidated Clinical Data Architecture (CCDA) standard are XML files that contain structured and unstructured patient data and can be formatted according to various document templates, such as the Referral Note document template. If you are choosing to generate a CCDA document formatted using the Referral Note document template, the option to Generate referral note is located at the bottom of the attachments pane.
Using the dropdown menu, select the signed encounter you want to include, then click Create. The Referral Note document will be automatically added to the Attachments field.
Note: Referral Note documents cannot be sent to recipients by fax, as the document is in a digital format (XML). If you are sending a referral by fax, Referral Note documents will need to be printed and faxed separately.
Viewing and receiving referral attachments All attachments can be sent and received electronically when sending a referral to another Practice Fusion provider or via Direct messaging.
Certain attachments, such as clinical documents, Referral Note documents and completed patient intake forms, cannot be sent/received by fax. If you have included an attachment that cannot be sent by fax, this will be noted at the bottom of the faxed referral letter (shown below). In these instances, you may print them to manually fax separately.
For more information, please see: