Most referrals automatically include:
Referring Account/Hospital: The organization sending the referral.
Contact Person: The individual associated with the referral (e.g., physician or case manager).
However, sometimes this information might be incomplete or missing. Here’s how you can address that quickly and efficiently:
Add Account and Contact:
Go to the referral overview tab and click "Select Account and Contact."
Search for the referring account or hospital and select it. If it’s not listed, create a new account with the required details (e.g., name, address, and phone number).
Note: Only an admin can add a new account that is not yet in the list. Reach out to your Careflow admin for assistance.
Search for the contact person and select them. If they’re not listed, create a new contact by entering their name, role, phone number, and email address.
By following these steps, you’ll make sure every referral is accurate and ready for seamless reporting. For any questions, don’t hesitate to reach out for assistance.