Referral Tracking Workflow
Referrals and Referral Tracking Recommended Workflow * Provider enters a Referral for a patient under Plan -> Referrals either under a certain Diagnosis or under the General tab Common vs Non Specialties can be edited from Admin -> Lists -> List Item Entry, then select the Specialties list *Click on Common/Non …
Updating Messages when moving Existing user to a New Privilege Group
Updating Messages when moving existing user to a new Privilege group When creating a new privilege group for an existing user you will also need to make sure the messages they received before are updated in the “Messaging” tab on the admin screen. To do so you will need to know the previous group they were in and m…
