Which note type do you select when entering an Insurance/HMO Referral?

When entering an Insurance/HMO Referral, selecting the General note type is appropriate because this note type typically encompasses referrals that are routine and do not require immediate attention or urgency. General notes are used for standard documentation that includes essential patient information, insurance details, and the specific services being referred. This aligns with the nature of an Insurance/HMO Referral, which is usually a planned process to direct a patient to another provider for care or services covered by their insurance plan.

In contrast, Urgent notes are reserved for situations requiring immediate intervention or attention, which does not apply in the context of standard referrals. Specialist notes may be more appropriate when specifically documenting referrals to specialized services rather than general insurance referrals. Follow-up notes are utilized to document subsequent actions or visits rather than the initial referral process itself. Therefore, the General note type is the best fit for documenting Insurance/HMO Referrals.