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How to Use CERM for EPIC EHR Users | Patient Referrals | UC Davis Health

Care Everywhere Referrals Management

Care Everywhere Referrals Management (CERM) allows Epic users to track and manage referrals from start to finish.

How to Use CERM

Explore the basics of using CERM for your patient referrals.

What You Can Do

  • Confirm referral receipt
  • Receive alerts if additional information is needed
  • See when patients are scheduled or seen
  • Receive automatic patient appointments and care updates
  • Message UC Davis Health referral teams

How to Access

  • Open the patient’s chart in Epic
  • Navigate to referrals
  • Select the active referral
  • Use the comments section to:
    • View updates
    • Send messages
    • Attach documents (if needed) 

Requirements

  • Must be an Epic user
  • CERM must be enabled by your organization 

Not CERM-enabled? Need help getting started?

Learn about setup and get training from a physician referral liaison team member.

Get in touch with our liaison team

Specialty Referral Guidelines

Review our specialty referral guidelines for required documentation and authorized CPT codes.

View Specialty Referral Guidelines

Health Plans We Accept

Review our list of accepted health plans to check insurance.

View list of accepted health plans