Specialist Referral History
1. Specialist Referral History: This will list all referral history on
the active patient.
2. Filter: The filter field will allow you to
filter the results for: Active, Inactive, or All.
3. Search: This is a free-text field, allowing you
to search for any text in the referral. Example: Searching PTSD would pull the above result because it found the keyword in
the Reason field.
4. Change View / Print List: Clicking on Change View will adjust the view from a grid view to a card view.
Print List will open a printable PDF of the Specialist Referral History.
5. Action: From here you can edit, expire, view associated files, view, and print.
Basic Tab
1.
Category
/ All: Clicking on ALL will change your view from Tab (Basic, Refer to, Submit) to include all
fields on a single page (Removing the tabs).
2.
Basic
Tab: The active tab
will have a dark blue background.
3.
Start
Date / End Date:
Include the Start and End date for the referral
4.
Requesting Site: Input all
of the requesting information, Site, Provider, and Office contact for the
referral.
5.
Specialist
Type: Clicking this
dropdown will provide you with a list of options that you are referring the
active patient for.
6.
Max
Visits: Indicate the
number of Max visits for this referral
7.
Procedure
Code: This dropdown
will allow you to indicate if this referral is for a Follow-up or for a new evaluation.
8.
Diagnoses: This field will pull from the patients
DX Code list.
9.
Authorization
Information: Input the
correct authorization information and include the authorization number.
Refer To Tab
1.
Category
/ All: Clicking on ALL will change your view from (Basic, Refer to, Submit) Tab to include all
fields on a single page (Removing the tabs).
2.
Refer
to Tab: The active tab
will have a dark blue background.
3.
Referred
To: This is a free-text
field, allowing you to input who you are referring the patient to for treatment.
4.
Phone
/ Fax: Input the
correct phone number and Fax number for the referral.
5.
Address
/ Zip: Enter in the Address and Zip Code for the Facility.
6.
City: This field will automatically perform a
lookup on the Zip Code and fill out the correct information.
Submit Tab
1.
Category
/ All: Clicking on ALL will change your view from Tab (Basic, Refer to, Submit) to include all
fields on a single page (Removing the tabs).
2.
Submit
Tab: The active tab
will have a dark blue background.
3.
Comment
/ Reason: In this free-text field you can enter any additional comments/reason for referring
the patient.
4.
Internal
Comment: This free-text
field will allow you to create an internal comment that is not attached to the
specialist referral.
5.
Submit/Reset: Clicking on Submit will save the
Specialist Referral.
Important: After completing a referral you will still need to print it out and fax it to the facility.
CONFIDENTIAL AND
PROPRIETARY INFORMATION - NOT FOR DISTRIBUTION Copyright © 2020 Health
Information Management Systems, LLC