Referrals Administrator Overview
Set Up Users
First, create and edit user accounts for the people at your organization who will create, change, and view referrals. Assign the External Care Provider role to them.
Set Up Medical Practice Accounts
Next, to prepare your organization to submit referrals, set up the medical practice account that defines the physicians and facilities in your organization. The physicians that you select appear in the Referring Physician list of the Create and Edit Referral pages. The facilities that you select appear in the Referring Facilities list of the Create and Edit Referral pages.
Configure the Facility Utilization Setting
You need to specify which facilities appear in the Preferred Facilities list in the Create or Edit Referral pages. These are the facilities to which users in your organization can submit referrals.
See Configure the Facility Utilization Setting
Configure Security and Clinical Settings
You can also configure the session timeout and the display of the SSN, Diagnosis, and Isolation fields.
View Dictionary Items
Community Access® Portal dictionary items are entities that patient placement specialists need when they create and change referrals. The same dictionary items are used for the TransferCenterIQ™ application. If your TeleTracking cloud solution is integrated with the non-cloud-based TransferCenter application, then the TransferCenter dictionary items are configured in that application.
See TransferCenterIQ™ Application Dictionary Items
Set Up Default List Views
Administrators can configure a standard view of the referrals lists for all external care providers to use. Default list views can save time that external care providers would otherwise have to spend configuring their list views to display the information most important to their medical practice account's workflow.
Results
- Users with the External Care Provider role can create referrals, edit them before submission, and submit the referrals to the preferred facility in the health system.
- Users with the Administrator role can create, change, and delete medical practice accounts, configure facility utilization, configure security and clinical settings, as well as create and edit account information for external care providers.