Referral Management- New Features

With the new code that was taken, the Referral Management tool has some new features on the worklist that will make the tool more efficient.

Worklist

When creating a worklist or modifying a worklist you will see new options while creating/modifiying the list.  The work list now have a sort date which will allow you to search “Update Date” or “Referral Written Date” as well as Newest to Oldest or Oldest to Newest.

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Sub-statuses

The list type for the Originating/Receiving has some new options as well.  The first one is under Status. Most of the statuses have new sub-statuses.  You will potentially need to update you work list to include these sub-statuses.

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The new sub-statuses will be visible on the worklist. The sub-statuses will appear underneath the status on the worklist.

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Dates

This new feature gives you the ability to show referrals either by the Referral Written Date in the past or between dates. In the past refers to how many days back.

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Receiving Worklist Updates

The Receiving worklist also has new options. These options were available to an originating list and now have been made available to the receiving as well. The 4 new options are:

·         Refer To Provider

·         Referral Type

·         Refer From Provider

·         Dates ( which is explained above)

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