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VIRTUAL DEMO – ADVANCED REFERRAL FUNCTIONS

January 25, 2017

The presentation will begin shortly. All participants are in listen only mode, please use the Webex chat feature to send in questions or comments. This

presentation is being recorded.

If you are having trouble connecting to the webinar, please email Emmalilly Hoxsie at ehoxsie@gl-hc.org.

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Carrie Strom Implementation Consultant, West Michigan (616) 588 - 4692 cstrom@gl-hc.org

Emmalilly Hoxsie Business Development / Communications Administrator 616) 323 – 2953 ehoxsie@gl-hc.org

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AGENDA

• Referral Introduction – 10 minutes – Statistics – Website Resources

• Referral Advance Functions Demo – 30 minutes – Settings for Referral Worklists – Assign to User – Search Functionality – Exporting and Reporting

• Q/As & Sharing Referral Situations – 15 minutes • Parting Thoughts – 5 minutes

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AN INTRODUCTION TO THE REFERRAL APPLICATION

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STATISTICS

• Total number – 1,281 Live Offices • Counties – 62 • Cities - 184 • Zip codes - 244 • Over 160,000 referrals made in 2016

• Average 756/day

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WEBSITE RESOURCES

• www.gl-hc.org/referrals • Find the list of live offices • Subscribe to the weekly update email

– http://gl-hc.us6.list-manage2.com/subscribe?u=a443b743079e8fe7dd6aef8b2&id=1442c379a3

• User Guides – Staff and Administrators • Videos – Overview and User Guide Specific • Provider Update Request Form

– www.gl-hc.org/provider-update-request-form

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REFERRAL ADVANCE FUNCTIONS DEMO

• Settings for Referral Worklists • Assign to User • Search Functionality • Exporting and Reporting

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SETTINGS FOR REFERRAL WORKLISTS

• Hide referrals that have been marked complete or cancelled

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ASSIGN TO USER

• This allows assignment of referrals to yourself, other users, or a workgroup

• You can only assign one user to a referral at one time

• A referral can change user assignment multiple times

• Drastically improves office workflow • “My List”

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SEARCH FUNCTIONALITY

• Use the search tab! • Filter the information • Can use multiple filters, for example …

“Referral Status = Scheduled” AND “Last Updated = Yesterday”

• Find “Cancels to acknowledge” • Following up with a receiving office

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EXPORTING AND REPORTING

• Print (pdf) or Export (excel) • User Guide – Creating Net Days • Export a pre-filtered worklist OR export all and

then filter in excel • Remove Patient Name and DOB before sharing – it’s

PHI! • Use “Assign to User” field to manage workload of

staff • User Guide: Creating a Referrals Report: The

Number of Days between Date Referred to Date Scheduled

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PARTING THOUGHTS

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“Standards, Schmandards”

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http://gl-hc.org/wp-content/uploads/2014/10/GLHC-Referrals-Application-Standards-04252016.pdf

“Will you be my Valentine?” • Many staff take the directive of a physician • Users can create favorites • Future release focuses on In-Network Referrals

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“It’s only for medical practices.”

• Behavioral Health • Dental • Community Organizations • Food banks • Refugee Services • Insurance companies

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INVITE YOUR FRIENDS

• Dr to Dr Letter • Introduce them to their IC • Send them to the Referral Website • Fax back forms

– Please join! – We have joined, please stop faxing!

• Get Creative

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IMPLEMENTATION CONSULTANTS

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Mary Graham – Northern Michigan Manager, Community Engagement (616) 323 – 2959 mgraham@gl-hc.org Northern Michigan Bryan Bulock – Southern Michigan Senior Implementation Consultant (517) 999 – 7555 bbulock@gl-hc.org Carrie Strom – West Michigan Implementation Consultant (616) 588 - 4692 cstrom@gl-hc.org Katrina Khouri – Genesee County Implementation Consultant (810) 252-4475 kkhouri@gl-hc.org

Greg Cavanaugh – East Michigan Implementation Consultant (586) 596 - 8296 gcavanaugh@gl-hc.org Joe Pintar – Southeast Michigan Implementation Consultant (616) 323 – 2951 jpintar@gl-hc.org

Carrie Strom Implementation Consultant (616) 588 - 4692 cstrom@gl-hc.org

Emmalilly Hoxsie Business Development / Communications Administrator 616) 323 – 2953 ehoxsie@gl-hc.org

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Thank you for joining! Support support@gl-hc.org

General Info info@gl-hc.org