Use the Referral Advanced Setup window to specify your referral search options, a Referral fee product, and display options for the Manage referrals and Find windows.
Referral Advanced Setup window
From Referrals, select Set up module, and click
Referral Options
Referral Fee Product (Optional) Enter the product code (such as REFERRAL_FEE), if any, that you created for the referral service sales item. You will invoice providers for this item when you enter referral orders on their behalf, mark them as ready to invoice, and run invoices. Note that these are not the iMIS Professional Referral defaults.
Note: You must first create your Additional Fee product code on the AR/Cash Set up products window (from AR/Cash, select Set up tables > Products) to reference it here. If your entry does not match an existing product code, iMIS prompts you to correct it.
Retain Records (Months) Enter the number of months to retain the transactions. Records will be deleted when the time elapsed is greater than this specified period of time, but you must run the Delete Expired Referrals utility to delete the records. iMIS will not do it automatically.
Provider List
Maximum Enter the greatest number of records iMIS can return as a search result in the Manage referrals window. This feature helps avoid lengthy searching and provides a manageable results list.
Only increment counts for 'Is a Referral' records When this option is enabled, iMIS increases the referral counts for providers when the Is a Referral option is checked for each referral. This option will have an impact on the sort order of the providers and reports.
When this option is disabled, all Referral records created will be counted in the provider's counts, whether or not Is a Referral is selected.
Apply Search Filter
User Search Filter
(Optional) iMIS uses the Provider List User Search Filter (or the iMIS default) each time it performs a search. This eliminates the possibility of referring a provider that does not meet the specified search criteria at the time of referral.
The following is the iMIS default search criteria for building the Provider List:
SUBSTRING(Name.STATUS,1,1)='A' AND SUBSTRING(Subscriptions.STATUS,1,1)='A'
AND Subscriptions.PAID_THRU>=DATEADD(day,-1,getdate())
When you leave the User Search Filter field blank, iMIS uses this default.
When different criteria are required, enter a SQL statement in the User Search Filter area of the Referral Advanced Setup window. The Name and Subscription tables are the only ones that work properly in the User Search Filter.
Note: iMIS will insert the Select Where part of the SQL statement. When creating the filter, add criteria as you would at the end of a SQL query.
Note: If you make a change to the User Search Filter, the new conditions will override the iMIS default, making it possible that providers who are not current in their SUB-REFERRAL payments would be included in the Provider List. Make sure you have all necessary criteria included in the customized search filter.
Sort Order
Specifies the sort order of providers in the Provider List. Choose between DATE/COUNT (default) and COUNT/DATE orientation for your application.
The DATE/COUNT option sorts by providers whose Last Referred date is the oldest, then by the number of references.
The COUNT/DATE option sorts providers with the fewest number of referrals to the top of the eligibility list. When more than one provider has received the same number of referrals, they are sorted by the date of the last referral.
Find List Formula
(Optional) You can specify an OMNIS calculation that will be used to display the list of referrals resulting from a Find. If this field is blank, iMIS will use a default formula.
The default formula will change with the different options selected, but is always similar to the following formula:
con("jst(",nam(Referral.DATE_CREATED),",'11:M/D/CY',",nam(Referral.REFERRAL_ID),",'11X',", nam(Ref_Client.LAST_FIRST),",'15X',","' ','1',"," pick(len(Ref_Provider.LAST_FIRST)>0,Ref_Provider.COMPANY,con(Ref_Provider.LAST_FIRST,pick(len(Ref_Provider.COMPANY)>0, '','; '),Ref_Provider.COMPANY))",",'40X',' ','2',"," con(Referral.SEARCH_1,'; ',Referral.SEARCH_2,'; ',Referral.SEARCH_3,'; ',Referral.SEARCH_4,'; ',Referral.SEARCH_5,'; ',Referral.SEARCH_6)",",'100')")
Note: To avoid incorrect results, use only the Ref_Client, Ref_Provider, and Referral tables when creating your formula.
Find List Title Formula
(Optional) You can specify an OMNIS calculation that will be used to display the Find List Title in the Find Referrals window. It should coincide with the Find List Formula as described in the previous item. If this field is blank, iMIS will use a default formula.
The default Find List Title formula is:
con(jst("Date",11,"Ref. #",11,"Client",16, Referral_Control.ClientTypeLabel,16,"Provider",42,"Ref. Search Values",25))
Maximum
Enter the greatest number of records iMIS can return as a search result in the Find Referrals window. This feature helps avoid lengthy searching and provides a manageable result list.
No Blank Name Finds
Select this option to make sure every record entered has a value in one of the Name fields on the Manage referrals window.
10.6 Production Release. Updated 2/24/2006 11:12:56 AM
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