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Finding Referral Records

The Find Referrals window displays the calls referred to an individual provider, as well as the referrals provided to an individual caller, depending on your search criteria. The default information provided includes date, referral number, client's name, client type ("Special Code"), provider's name, and any custom search criteria.

Note: You can specify what displays on the Find Referrals window on the Referral Advanced Setup window. See To set advanced options for more information.

You can open the Find Referrals window one of two ways:

The Find Referrals window scrolls horizontally and vertically. The value in the provider list Maximum field on the Referral Advanced Setup window determines the maximum number of records displayed at one time on the Find Referrals window. A concatenated list of search criteria used for the referral (fields SEARCH_1 through SEARCH_5 in the Referrals table) displays with each record when you scroll to the right.

You can search for specific clients and/or providers by entering a text string in the Client or Provider fields.

When you select the Is a Referral Only option, iMIS displays only those records marked Is a Referral.

According to the criteria you enter in the top-half of the Find Referrals window, iMIS uses the following search logic to find and return a list of applicable referral records:

To find all existing referrals

View all existing referrals by clicking in the Client field and clicking OK.

To find referrals by client name

You can select referrals for a particular client by providing the complete or partial name.

To find referrals by provider

You can select referrals for a particular provider by providing the complete or partial name.

To find referrals by client and provider

You can narrow your search for referrals by using a combination of a client and a provider names.

See Also

Referral Management

Overview

Entering Referrals

Viewing Provider Information

Modifying Referral Records

Processing Referral Orders


ASI logo 10.6 Production Release. Updated 7/20/2005 3:40:42 PM
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