Referrals, rebuilt around the patient — and discharge letters

Improved

Referrals, rebuilt

An inbox that shows what still needs you

Every referral is a row now: the patient, the reason, who sent it, their insurance, and whether it's been matched to someone in your practice. Urgent referrals are marked in red before you open anything.

The panel on the right filters by status and by Linked or Unlinked, and Inbox health counts what's still waiting — so the number that matters, the referrals nobody has matched yet, is always in view.

The Incoming Referrals page listing nine referrals with patient, reason, sender, insurance and status columns, a Link control on each row, two marked URGENT, and a sidebar with Filters, Inbox health showing 5 unlinked, and the referral inbox email and fax number — The whole inbox, and how much of it is still unmatched.

The referral beside what Ona read from it

Open a referral and the original document sits on the left, with what Ona pulled out of it on the right: the reason, urgency, specialty, what's being requested and the clinical summary. Every value carries the page it came from, so checking one is a glance, not a hunt.

A referral for Marcus Ellison open with the referral PDF on the left and the extracted referral on the right: the reason for referral, pills for urgent, Cardiology, the date, reference number and Signed, each with a page number, the requested services and the clinical summary — The source and the reading, side by side, each value tied to its page.

Link the patient, and one click does the rest

The Link control on each row suggests the patients who look like a match, searches everyone else, or creates a new patient from the referral's own details. Change your mind and it unlinks just as easily.

Diagnoses and medications that land in the chart

Ona now reads diagnoses, medications and allergies as coded records — ICD-10 and SNOMED, not just text — and the moment a referral is linked they appear in the patient's chart as suggestions. Each one says it came from a referral, and on which page. Confirm keeps it; Dismiss throws it away. Nothing becomes part of the record without you.

A Pelvic Pain diagnosis in the patient's chart marked AI, with SNOMED 274671002 and ICD-10 R10.2 codes, the note Imported from referral p.1, source Referral, and Confirm and Dismiss buttons — An imported diagnosis, waiting for a clinician to confirm it.

Every referring provider checked against the NPI registry

The referring provider's NPI is looked up in the national NPPES registry as soon as you open the referral. A match shows Verified, along with the specialty, location and phone number the referral itself may have left out.

When the number is misread, isn't registered, is deactivated or belongs to someone else, you're told straight away — rather than finding out weeks later from a denied claim.

The Clinical and Providers sections of a referral: PCOS and Pelvic Pain diagnoses with ICD-10 codes, the patient as referred, and the referring provider with NPI 1588795330 marked Verified, plus their specialty, city, phone and address from the registry — A verified NPI, filled out from the registry.

New

Faxes on the patient's chart

Every fax about a patient, in one place

The chart has a Faxes page now. It lists everything linked to the patient — received and sent together, with an arrow for which way each one went — and opens them in the same reader as the fax inbox.

A fax sent with New fax from here is filed on the chart automatically, and still shows up under Sent in the fax inbox.

The Faxes page on Marcus D. Ellison's chart listing three received faxes, a referral from August and two lab results from June, with the referral open in the reader alongside its patient, category and Add task controls — A patient's faxes, on their chart.

New

Discharge letters

End care properly, in a few minutes

When care is ending — because the goals were met, or because the practice is ending the relationship — start a letter from Export → Discharge letter… on the patient's chart. Choose discharge or termination, set the effective date, tick the reasons that apply, and sign on screen. The signed PDF is kept on the chart and can be downloaded or faxed from there.

The Export patient data menu at the bottom of the chart sidebar, offering Download as PDF and Discharge letter — Start a letter from the chart's Export menu.

The Discharge letter panel open over a patient chart with Termination selected, a letter date and an effective date 30 days later, four reasons ticked, and a Generate and sign button with a menu offering Generate unsigned — Pick the kind of letter, the dates and the reasons, then sign.

The generated termination letter PDF, with the clinic's letterhead, patient information, effective date, the ticked reasons for termination, current prescriptions and continuity of care resources — The letter, filled in from the chart.

Also in discharge letters

Filled in from the chart. Patient details, address and active prescriptions come across on their own; change anything for this letter only.
Your practice's wording. Under Settings → Discharge letters, set the grace period, which reasons clinicians can pick, where patients are pointed for a new provider, and your own closing text.
Unsigned when you need it. Generate a letter to print and sign by hand, and void one that went out wrong — the original stays on the chart as a record.