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. 1
Carrie S trom Implementation Consultant, West Michigan (616) 588 - 4692 cstrom@ gl-hc.org Emmalilly Hoxsie Business Development / Communications Administrator 616) 323 – 2953 ehoxsie@ gl-hc.org 2
AGENDA • Referral Introduction – 10 minutes – S tatistics – Website Resources • Referral Advance Functions Demo – 30 minutes – S ettings for Referral Worklists – Assign to User – S earch Functionality – Exporting and Reporting • Q/ As & S haring Referral S ituations – 15 minutes • Parting Thoughts – 5 minutes 3
AN INTRODUCTION TO THE REFERRAL APPLICATION 4
S TATIS TICS • Total number – 1,281 Live Offices • Counties – 62 • Cities - 184 • Zip codes - 244 • Over 160,000 referrals made in 2016 • Average 756/ day 5
WEBS ITE RES OURCES • www.gl-hc.org/ referrals • Find the list of live offices • S ubscribe to the weekly update email – http:/ / gl-hc.us6.list- manage2.com/ subscribe? u=a443b743079e8fe7dd6aef8b2&id=1442c379a3 • User Guides – S taff and Administrators • Videos – Overview and User Guide S pecific • Provider Update Request Form – www.gl-hc.org/ provider-update-request-form 6
REFERRAL ADVANCE FUNCTIONS DEMO • S ettings for Referral Worklists • Assign to User • S earch Functionality • Exporting and Reporting 7
S ETTINGS FOR REFERRAL WORKLIS TS • Hide referrals that have been marked complete or cancelled 8
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AS S IGN TO US ER • This allows assignment of referrals to yourself, other users, or a workgroup • Y ou 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” 10
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S EARCH FUNCTIONALITY • Use the search tab! • Filter the information • Can use multiple filters, for example … “ Referral S tatus = S cheduled” AND “ Last Updated = Y esterday” • Find “ Cancels to acknowledge” • Following up with a receiving office 12
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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 S cheduled 17
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P ARTING THOUGHTS 19
“Standards, Schmandards” http://gl-hc.org/wp-content/uploads/2014/10/GLHC- Referrals-Application-Standards-04252016.pdf 20
“Will you be my Valentine?” • Many staff take the directive of a physician • Users can create favorites • Future release focuses on In-Network Referrals 21
“It’s only for medical practices.” • Behavioral Health • Dental • Community Organizations • Food banks • Refugee S ervices • Insurance companies 22
INVITE YOUR FRIENDS • Dr to Dr Letter • Introduce them to their IC • S end them to the Referral Website • Fax back forms – Please j oin! – We have j oined, please stop faxing! • Get Creative 23
IMPLEMENTATION CONS ULTANTS 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 Greg Cavanaugh – East Michigan Implementation Consultant Carrie Strom – West Michigan (586) 596 - 8296 Implementation Consultant gcavanaugh@gl-hc.org (616) 588 - 4692 cstrom@gl-hc.org Joe Pintar – Southeast Michigan Implementation Consultant Katrina Khouri – Genesee County (616) 323 – 2951 Implementation Consultant jpintar@gl-hc.org (810) 252-4475 kkhouri@gl-hc.org 24
Thank you for joining! Carrie S trom S upport Implementation Consultant support@ gl-hc.org (616) 588 - 4692 cst rom@ gl-hc.org General Info Emmalilly Hoxsie info@gl-hc.org Business Development / Communications Administrator 616) 323 – 2953 ehoxsie@ gl-hc.org 25
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