Referrals
A Referral refers to an individual seeking service who has not been cleared for home healthcare by a Payer. A Referral Profile is created to track these individuals within the system. Once a Payer authorizes service, the Referral is immediately converted to a Patient in the system.
The following section covers the process of entering Referral Sources and Sales Staff.
Referral Sources are medical or care institutions where the Referral is/or was receiving care. Complete the following steps to create a new Referral Source.
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Go to Patient > Referral Management > Referral Sources > New Referral Source.
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Enter the required Referral Source Name field to save the record. Additional fields are available to capture supplementary information on the source.
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Select the applicable Parent Referral Source from the dropdown, if the Referral Source is part of a larger collection of sources, such as a single doctor’s office within a larger network.
The values in the Parent Referral Source dropdown are other Referral Sources and do not have to be designated as such.
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Select the Referral Source Type (type of institution) from the dropdown. These options are added and managed on the Reference Table under Admin > Reference Table Management functionality.
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Click the Save button to save.
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Enter Addresses for the Referral Source and specific related Contacts.
Sales Staff are Agency representatives responsible for finding Referrals and signing them up for service. These individuals may be referred to as Account or Intake Managers. Follow the steps below to create a new Sales Staff record.
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Go to Patient > Referral Management > Sales Staff > New Sales Staff.
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Enter the representative’s First and Last Name to create the new Sales Staff employee. Complete the Sales Staff Manager and Attributes fields with available information.
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Click the Save button to continue.
Attributes are setup on Patient > Referral Management > Sales Staff > Attribute Setup. Attributes are for record keeping purposes only.
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Enter the Address for the Sales Staff.
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Go to Patient > Referral Management > Sales Staff > Search Sales Staff and click the Search button to locate existing Sales Staff representatives in the system.
