Saving providers as draft referrals
- If you haven't already, add service and medical equipment needs to a case to look up providers to meet those needs.
- The initial results for a provider search include all providers that qualify for the needs you searched on. Filter the results (next) to narrow them down.
Saving draft referrals for each selected provider
Video: Draft referrals
-
Click
provider name or Select
all on page to select the provider(s) you want. You can select from more than one page of results. Click ❤ Favorites to
select from your list. The Selected providers count is the number that are checked
and will be added to the case (although if there are unverified providers selected, those won't be
added). - Click save draft. Management for the case displays, with each of the selected providers added as
Draft referrals.
See also
- Options for sending referrals
- Managing an existing case - working with needs & referrals; managing case ownership & co-owners; canceling & re-opening the case, auditing activity on the case; printing a cover page for faxing an attachment
- Working with the patient Case Detail - viewing & adding patient information, adding documentation comments, viewing & printing documents, and adding document attachments
- Sending a message to multiple providers - viewing all messages sent and received; viewing messages for one provider; sending a message to one or more providers at the same time
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