Accepted Referrals

When a Payer authorizes service for a Referral, the submission is marked as Accepted. The system prompts one to convert the Referral to a Patient. Complete the steps below to convert a Referral to a Patient.

1. Go to Patient > Referral Management > ReferralSearch and locate the desired Referral.

2. On the Referral Info page, scroll down to the Submissions section. Select Accepted from the Status dropdown. The Convert appears.

   

3. Click the Convert button to convert the Referral to a Patient. The system alerts if additional information is needed (missing) prior to.

   

4. The conversion process begins once all required information is entered. This involves pulling all Referral details into a new Patient Profile, pre-loaded with the relevant Contract.

5. All Referral-related items display on the Patient’s Referral Info page as reference.