What Does Importing Referrals Mean?
Importing referrals means that the requests are accepted from the Community Access® Portal into the TransferCenterIQ™ application. From there the referral can be processed as a transfer case. The patient can be admitted to the preferred facility or placed in a different facility.
Who Can Import Referrals?
A TransferCenterIQ™ specialist in the transfer center of the preferred facility can import requests from the Community Access® Portal using the TransferCenterIQ™ application if that application is integrated with the Community Access® Portal.
How Do Imported Referrals Display in the Community Access™ Portal?
When a patient placement specialist in the access center of a health system imports a referral into the TransferCenterIQ™ application on the TeleTracking IQ® platform, then the imported referral displays an In Progress status in the Referrals list of the Community Access® Portal.
Note:
If the Community Access® Portal is integrated with the classic TransferCenter™ application, then the classic TransferCenter™ application user must have the following configuration in the Community Access® Portal:
- A Patient Placement Specialist roles AND
- Is mapped to a classic TransferCenter™ application user.
If both of the above conditions are not met, the imported referral continues to display a Submitted status in the Community Access® Portal after being imported by the transfer center.
How to Import Referrals into the TransferCenterIQ™ Application
- If your health system has the TransferCenterIQ™ application on the TeleTracking IQ® platform integrated with the Community Access® Portal and you have a Patient Placement Specialist role, select Access > Transfers to display the Cases list.
Note:
If your health system has the classic TransferCenter™ application (on-premise) integrated with the Community Access® Portal, see the Integration with the Community Access™ Portal on the TeleTracking IQ® Platform section of the Classic TransferCenterIQ™ Application User Guide for more information about viewing and importing referrals.
- Select the Referrals tab to display the Referrals list.
- In the referral's first column, select one of the following icons depending on the action that you want to perform:
- Select the Add to Case List icon.
- Select the Open Now icon.
The referral is accepted, appears on the Cases list, and the referral details appear in a new browser tab. The referral no longer appears on the Transfers > Referrals list. The count of pending referrals in the Transfers > Referrals tab and browser tabs decreases by one. Referral clinical information appears as a Note in the Case Log with the external care provider as the author.
External care providers see a status of In Progress on the Referrals list for the referral that was imported .