Pre-registration Referral Tracking This presentation includes the screen layout and functional flow...
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Search - Referrals Quick Search Options Pending Referrals Date Range Referral Received Begin Date : mm/dd/yyyy Advanced Search Options Add Referral Referral Criteria Referral Tracking Nr: Referral Type : Referral Source : Provider/Plan Nr: Find Referral Status : Provider/Plan Name: Referral Received End Date : mm/dd/yyyy Find By Client Search Referral Reset Pre-registration Referral Tracking
Transcript of Pre-registration Referral Tracking This presentation includes the screen layout and functional flow...
Pre-registration Referral Tracking
• This presentation includes the screen layout and functional flow of the referral tracking module.
• Details are given in the notes section of the slides.
Referral Case notes(system generated case notes)
Pre-Registration Referral Tracking Sitemap
Referral Search
Referral Search Results
Referral Entry / Edit Registration SAR
Correspondence
Search - Referrals
Quick Search Options
Pending Referrals
Date Range
Referral Received Begin Date : mm/dd/yyyy
Advanced Search Options
Add Referral
Referral Criteria
Referral Tracking Nr: Referral Type :
Referral Source :
Provider/Plan Nr: Find
Referral Status :
Provider/Plan Name:
Referral Received End Date : mm/dd/yyyy
Find
By Client
Search Referral Reset
Pre-registration Referral Tracking
Select ReferralTracking Number
Referral ReceivedDate
Case Number
Patient Name
Patient Date of Birth
Referral Source
Referral Status
Provider Name / NPI / Plan Nr
123456 07/01/2012 1000000 First name Last name 01/01/2000 Provider Completed
RegistrationCCS Provider
MD1234567890
234567 07/01/2012 First name Last name 01/01/2002 Healthy
FamiliesAccepted for Registration
HF Plan nameH000
345678 07/01/2012 First name Last name 01/01/2012 Managed Care
PlanRejected as
InappropriateMGD Care
333
456789 07/01/2012 1000000 First name Last name 01/01/2008 Provider
Received / Waiting for
review
CCS Provider MD
1234567890
567890 07/01/2012 1000000 First name Last name 01/01/2012 Provider Accepted for
ServiceCCS Provider
MD1234567890
Referral Search Results
View / Edit Referral Continue to RegistrationBack Continue to SAR
Pre-registration Referral Tracking
Add Referral
Pre-registration Referral Tracking
Tracking Number :
Referral Received On :
Referral Type :
Referral Source :
Referral Entered On :
Referral Status : Legal County :
Provider / Plan Nr : Find
Provider / Plan Name :
Referral Information for Firstname Middle Lastname Tracking Number: 123456
Referral Information
Display onlyDisplay only
mm/dd/yyyy
FindProvider / Plan Address :
City : display State: display Zip: Find
Phone : Ext:
Fax:
Email :
Suspected Diagnosis
Same screen continued on next slide
ICD Code Description Diagnostic / Treatment
Remove Priority
X
ICD Code: Description: Find
Service Code Type Description Units Quantity Remove
X
X
X
Return Request Reason
Multiple selection listFree Text area (if Other is chosen)
Number of characters left 25
Free Text area for Comments
Last Updated By: user’s first name last name Last Updated On: MM/DD/YYYY HH:MM AM/PM
Back Save Save and Continue to Registration Save and Continue to SARPrevious Next
Requested Services
Add Services
Inappropriate Referral Information
Comments
Number of characters left 15000
Add Duplicate
Diagnosis Code Description Treatment / Diagnosis Remove
X
X
Pre-registration Referral Tracking
Tracking Number :
Referral Received On :
Referral Type :
Referral Source :
Referral Entered On :
Referral Status : Legal County :
Provider / Plan Nr : Find
Provider / Plan Name :
Referral Information
Referral Information
Display onlyDisplay only
mm/dd/yyyy
FindProvider / Plan Address :
City : display State: display Zip: Find
Phone : Ext:
Fax:
Email :
Suspected Diagnosis
Add DiagnosisSame screen continued on next slide
Patient Name : Last FirstApp Middle
Date of Birth: mm/dd/yyyy Gender : SSN:
Service Code Type Description Units Quantity Remove
X
X
X
Return Request Reason
Multiple selection list Free Text area (if Other is chosen)
Number of characters left 25
Free Text area for Comments
Last Updated By: user’s first name last name Last Updated On: MM/DD/YYYY HH:MM AM/PM
Back Save Save and Continue to Registration Save and Continue to SAR
Submit to add reason to list
Previous Next
Requested Services
Add Services
Inappropriate Referral Information
Comments
Number of characters left 15000
Provider / Plan Name Provider /Plan Number Provider /Plan Type Remove
X
Provider /Plan Number: Provider / Plan Name: Find
Referral Criteria
Referral Report (will change based on the report selection to the name of the report)
Run Report
County: Referral Status:
Date Referral Received From: Date Referral Received To:Mm/dd/yyyy Mm/dd/yyyy
Provider/Plan search
