SNF, RH/IRF, LTAC: Complete the screening form

  • View only users: The form saves changes automatically, every 5 minutes. To avoid inadvertent changes, DO NOT review the form in the application. Click print and use the print preview to review the form.
  • For RH referrals only, the status is red for Offered referrals with a screening form that is started but has not been signed within the last 48 hours.
  • If you haven't already:
  1. Click Referrals Received on the main menu.
  1. Click the patient name to select a case.
  1. Click details on the Referral Management view.
  2. Click screening form.

The screening form is available for RH, LTAC, and SNF providers. There are different forms for each type of care.

Completing the form

  1. Fill out the form.
    If the form remains open without activity 5 minutes, it saves automatically. If the form remains open without activity for 15 minutes, it closes automatically.
  2. Scroll to the end of the form and then click save.

Tips for working with forms

  • To change the font size, hold down the CTRL key and
  • Keys: Press + to increase, - to decrease (use the keys to the right of zero; the number pad also works if you have one)
  • Scroll wheel: scroll up to increase, down to decrease
  • What field am I on? Text fields, date fields Calendar,  and drop-down lists Drop-down arrow
  • No entry: labeled inside
    Text field with no entry, not selected
  • When you’re in the field, the label moves above it and turns bold and teal:
    Text field with cursor
  • When there's an entry and you’re not on it, the label is above and turns bold and gray:
    Text field with entry 
  • Be VERY CAREFUL if your browser is prompting you with auto-complete words or phrases. It is very easy to select the wrong one.
  • Keeping your hands on the keyboard and off the mouse is a proven time-saver. Tips for minimizing the mouse:
  • To move to the next field, press the TAB key
  • To move to the previous field, press SHIFT+TAB
  • The form scrolls automatically as you move through the fields
  • Date fields Calendar: Type dates as month/day/year (4-digit year required)
  • Drop-down lists Drop-down arrow
  • If you know the entry you want, press the key for its first letter; if more than one option starts with that letter, keep pressing the same key until the one you want comes up
  • To display the list, press ALT and the down arrow
  • Move down the list by pressing the down arrow (you can do this without opening the list if you want)
  • Move up by pressing the up arrow
  • Multi-line fields are indicated with diagonal lines in the bottom right corner multi-line field handle
  • 5 lines display by default
  • A scrollbar displays automatically if you type more than 5 lines
  • Click and drag the bottom-right corner to make the field longer
  • Checkboxes checkbox cleared (select any as needed): when you’re on a checkbox, it’s highlighted checkbox in focus; press the space bar to check checkbox checked and uncheck checkbox cleared

Printing the form 

  1. Click print.

    The document opens in a popup window. Click printer icon to print a copy. Click printer icon to save a copy.

  2. Click × to close the popup.

Returning to the Management view 

Click manage in the upper right. 

See also