Patient Entry - Referral Authorization Window

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Use the Patient Entry - Referral Authorization Window to maintain information about patient referrals. You can create both incoming (patients being referred to your practice) and outgoing (your patients that you are referring to a specialist) referrals for patients. For each referral authorization you can maintain the insurance carrier, treatment dates, provider codes and diagnoses.

Tip: For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

Opening the Patient Entry - Referral Authorization Window, click More.
1. Enter the Account Number.
2. Click Referral Authorization in the Menu Tree.
Tip: For details about loading patients and opening windows, refer to the Patient Reference Panel topic.
Creating a new patient Referral Authorization, click More.
To create a new referral authorization choose one of these methods:
- Enter the new Authorization Number and click Retrieve , or press [ENTER].
  Keyboard shortcut: [ALT + t]
- Or, to have the system assign a temporary Authorization Number, leave Authorization Number blank and click Retrieve , or press [ENTER].
  Keyboard shortcut: [ALT + t]
Tip: To indicate that you are building a new Referral Authorization, new displays near the Authorization Number. Default entries display and the first field is highlighted to let you know you can begin entering information.
Editing an existing patient Referral Authorization, click More.
CAUTION: To avoid losing data, you must save new or changed Referral Authorizations.
1. To display the record to be changed, enter the Authorization Number and click Retrieve , or press [ENTER].
  Keyboard shortcut: [ALT + t]
  Tip: If you do not know the Authorization Number, you can click Search to see a list of Referral Authorizations.
1. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.
2. Enter the data changes.
3. To complete the edit process, click Save , or press [ENTER].
  Keyboard shortcut: [ALT + s]
Deleting an existing patient Referral Authorization, click More.
1. To display the record to be deleted, enter the Authorization Number and click Retrieve , or press [ENTER].
  Keyboard shortcut: [ALT + t]
  
  Tip: If you do not know the Authorization Number, you can click Search to see a list of Referral Authorization Numbers.
1. Click Delete Auth # .
  Keyboard shortcut: [ALT] [d]
2. At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  Note: After you click Proceed, you will see the following message on the Status Bar.

Referral Authorization Window Example:

Tip: The cursor becomes a hand when you position the cursor over fields within the window. To see detailed instructions for each section or field, click to display the associated topic.

Patient Entry - Referral Authorization Window Field Details by Area
Authorization Number and Insurance Area	View and maintain the patient's authorization number, referral status, insurance carrier and benefit plan.
Referring Provider Area	View and maintain the patient's referring provider information. For incoming referrals maintain the source of the referral, the group and the specialty.
Referred to Provider	View and maintain the patient's referral source information, or for patients being referred to your practice maintain their provider information.
Treatment Dates Area	View and maintain the patient's referral treatment start and end dates.
Authorized Visits Area	View and maintain the number of patient visits authorized and the number of patient visits remaining.
Buttons for Bottom Area
	To view and maintain the patient's employer information, click Employer.
	To view and maintain the patient's diagnoses associated with the referral, click Diagnosis. Tip: The Diagnosis Area opens automatically when the Referral Authorization Window is opened.
	To view and maintain the procedures related to the referral, if applicable, click Procedure.
	To view and maintain comments about the patient referral authorization, click Comments.
	To view detailed information about appointments assigned to the referral authorization, click Appointments.