About
We’ll review how to import Referrals from within Transfer IQ®. This is used by Patient Placement Specialists to triage non urgent requests sent in from your Community members that you gave access to within Referral IQ®.
Steps
We’ll cover navigating to the Referrals Tab, Adding the referral to your cases list to review in the future, or directly progressing a referral as a case.
Navigating to Referrals
You’ll find the Referrals tab under Access > Referrals
Directly Progress Referrals
Choose a referral that you need to progress.
Click the Open Now button to directly import and open the referral
This will open the record in a new case tab for you to progress.
Add Referrals for Future use
Choose a referral that you may want to look at in the future.
Click the Add to Case List button to import the referral to your Cases List.
You’ll find this within your health systems list for future reference.
Best Practices
It may be helpful to use column filters plus the Add to Case List button to pull over multiple referral requests of a certain type at once.
Related
Upcoming