To enter a referral
- From Referrals, select Manage referrals.
- Click New.
- Enter the client's full name, or if the client is already in the database, press Ctrl+L in one of the name fields to open the Find Referrals window, and find the client.
- Enter the address, phone, and fax information (if not already populated by a Find).
- Enter a Note if desired.
- Enter information into the custom additional fields as needed. Use lookup (press Ctrl+L) in the fields for a list of available selections. If you do not alter the fields, they will simply populate with the default value you specified on the Set up module window.
- If the Use Zip Areas option is enabled on the Set up module window, when you enter a value in the Zip field and press Tab, the City, St/Prov, and County fields are automatically populated with the appropriate value. Make changes to these values, if necessary.
- Enter information in the other custom search fields where needed.
- Click Search.
- A list of providers displays in the lower half of the Manage referrals window. Select providers from this list as desired by double-clicking on them; an indicator (>) displays to the left of the provider record. To deselect providers, just double-click on them again to remove the indicator.
If the list of providers is not satisfactory, narrow or broaden your search to receive the desired list. You are able to search as many times as you want before clicking Save.
- (Optional) Mark the referral as Ready to Invoice or Is A Referral. Depending on your organization, you may want to perform this step later.
- Click Save to enter the transaction and have the system update the providers' referral records with the most recent referral date and time. The transaction data will be used when you generate letters to clients and providers, and it will be retained for your detail and summary reports.
Note: If any of the providers you select do not meet the requirements of a provider (according to set up options), a message displays and iMIS will not allow you to select the provider.
10.6 Production Release. Updated 10/5/2005 3:43:23 PM
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