Adding Referral Resources
To start entering the referring physician's information, log in to In Touch EMR and follow these steps:
- Go to Referral Sources.
- Select Add Referral Source.
- Enter the Referring Physician's information and select save. (Fields marked with *asterisk are mandatory).
- Click 'Save'.
All fields that have an asterisk is a necessary field.
You will have the option to also add the Address, Marketing (For Therapy Newsletter Clients only) and Miscellaneous notes.
Importing a list of Referral Resources
In the Import Referral Source tab, users will have the ability to upload a list of referral sources in their account. This makes it easy to upload a list in bulk.
Click the "Download Template" button and it will automatically download an excel spreadsheet into the user's computer as a guide for importing referral resources.
The user must fill out all the mandatory fields (indicated with an asterisk) for that referral resource to be uploaded. But since one of the main purposes of having the referral resource on the list is to be able to fax documents directly from In Touch EMR, we highly suggest that you add fax numbers for each resource.
IMPORTANT NOTE: The spreadsheet must be saved as a .CSV file. (This is the only file type that the system will accept).
Once uploaded, the system will prompt the users to review all the list that were uploaded prior to clicking the upload button.
Searching Referral Resources
To search for a Referral Resource, click the Referral Resource tab and click on Referral Resource Locator.
In this Referral Resource Locator page, you will be able to filter your search based on the following:
- Name
- Classification - Choose from the drop-down list what type of doctor specialization was assigned to the referral resources.
- Referral Strength - Choose from the drop-down list to filter the list based on whether the Referring Provider is currently Referring, Not Referring or Hidden.
Users can also hide referring providers.
Assigning Referring Providers
Once a Referring Provider has been associated to a patient chart in In Touch Biller PRO, that will automatically reflect in In Touch EMR chart. But if you wish to make changes to the assigned Referring Provider on a patient chart in In Touch EMR, you will have that ability. Click here to review the lesson on how to edit the patient chart
Users also have the ability to assign different Referral Resources to each episode. Click here to review the lesson on how to assign a Referral Resource to an episode