Unassigned Office for Referrals
An Unassigned Office option allows records to be saved without formally selecting an office when creating a new Referral. An Office must be assigned before converting the Referral to a Patient. The Unassigned Referral Office and Update Referral Office permissions must be enabled for the options to be available to an assigned role. Go to Admin > User Management > Edit Roles to enable the permissions for a role.
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Permission |
To… |
|---|---|
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Unassigned Referral Office |
Assign and review Referrals to the Unassigned Office. Without this permission, user is not able to view/assign to an Unassigned Office. |
|
Update Referral Office |
Change the Office a Referral is assigned to. Users with this permission, but not the Unassigned Referral Office, can change the Referral’s assigned Office but are not able to assign a Referral to an Unassigned Office. |
To search for a Referral in an Unassigned Office, go to Patient > Referral Management > Referral Search and select Unassigned Office from the Office(s) field. On the results grid, Unassigned Office is listed under the Office column.
The Office dropdown on the Physician search window under Referral Profile > Clinical Info > Add Physician > Search allows users to perform an Agency-wide search for physicians when a Referral is created in the Unassigned Office.
The system searches for all current Physicians (Agency-wide) but does not allow for a new Physician to be added in this function.
The Advanced Directives dropdown on the Advanced Directives window under Referral Profile > Clinical Info > Add Advanced Directive allows users to perform an Agency-wide search for all Advanced Directives values.
On the New Referral page, the Unassigned Office value is listed under the Office dropdown (provided that the permissions have been enabled). When Unassigned Office is selected, office-specific fields are unavailable, except for the following:
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Referral Source – includes all referral sources entered for the Agency.
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Referral Contact
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Medicaid Number – The value entered here is validated once the Referral is assigned to a specific Office.
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Submitted To – Includes all Contracts entered for the Agency.
Once the Referral is saved all Office-specific fields remain unavailable except for the above-listed. The Referral Office field is required.
The Physician and Advanced Directives sections are also unaffected from the Office-specific requirements.
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Go to Patient > Referral Management > Search Referral and select the Referral.
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Select the Demographic page and click the Referral Office field to open the dropdown. Select the Unassigned Office from the options.
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Remove all Office-specific values except Submitted To, Physician(s), Advanced Directives, Referral Source, Referral Contact, and Medicaid Number.
A validation warning lists all Office-specific fields/values which will be removed upon updating the Referral to an Unassigned Office.
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Go to Patient > Referral Management > Search Referral and select the Referral.
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Select the Demographic page and click the Referral Office field to open the dropdown. Select the new specific Office from the options.
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Edit the Office-specific fields/values for the newly selected Office.
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List any Submission, Physician, and/or Advanced Directives to be removed. These values cannot be added from the Change Referral Office window.
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If Office-specific values are the same from the first specific Office to the second specific Office, then the selected values are transferred.
The History function preserves data fields which have been changed or deleted.
Follow the steps below to change from an Unassigned to a specific Office.
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Go to Patient > Referral Management > Search Referral and select the Referral.
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Select the Demographic page and click the Referral Office field to open the dropdown. Select the specific Office from the options.
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Upon availability, update the Office-specific fields that were previously un-editable.
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List any Submission, Physician, and/or Advanced Directives to be removed. These values cannot be added from the Change Referral Office window.
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If Office-specific values are the same from the Unassigned Office to the specific Office, then the selected values are transferred.
