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TRANSCRIPT
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 [email protected].
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Carrie Strom Implementation Consultant, West Michigan (616) 588 - 4692 [email protected]
Emmalilly Hoxsie Business Development / Communications Administrator 616) 323 – 2953 [email protected]
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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 [email protected] Northern Michigan Bryan Bulock – Southern Michigan Senior Implementation Consultant (517) 999 – 7555 [email protected] Carrie Strom – West Michigan Implementation Consultant (616) 588 - 4692 [email protected] Katrina Khouri – Genesee County Implementation Consultant (810) 252-4475 [email protected]
Greg Cavanaugh – East Michigan Implementation Consultant (586) 596 - 8296 [email protected] Joe Pintar – Southeast Michigan Implementation Consultant (616) 323 – 2951 [email protected]
Carrie Strom Implementation Consultant (616) 588 - 4692 [email protected]
Emmalilly Hoxsie Business Development / Communications Administrator 616) 323 – 2953 [email protected]
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Thank you for joining! Support [email protected]
General Info [email protected]