What Do You Want To Do?

• Read an Overview about the Referral Management Module

• Read an Overview about the Comm Column

• Read about Referral Management Workflow

• Add a Referral

• Authorize or Deny a Referral

• Filter Your Referral Queue

  You can filter your list using either the My List tab or the AutoFilter option. Note that the AutoFilter option only filters your list while you are on the Referral Management main screen. Once you leave that screen and return, your list is no longer filtered.

  • Using the My List Tab

  • Using the AutoFilter Option

• Process a Referral (Referral Coordinators/Support Staff)

• View or Print a Referral

• Close a Referral

• Generate Referral Management Reports