VIRTUAL DEMO ADVANCED REFERRAL FUNCTIONS January 25, 2017 The - - PowerPoint PPT Presentation

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VIRTUAL DEMO ADVANCED REFERRAL FUNCTIONS January 25, 2017 The - - PowerPoint PPT Presentation

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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

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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 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

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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

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AN INTRODUCTION TO THE REFERRAL APPLICATION

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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

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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

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REFERRAL ADVANCE FUNCTIONS DEMO

  • S

ettings for Referral Worklists

  • Assign to User
  • S

earch Functionality

  • Exporting and Reporting

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S ETTINGS FOR REFERRAL WORKLIS TS

  • Hide referrals that have been marked complete
  • r cancelled

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AS S IGN TO US ER

  • This allows assignment of referrals to yourself,
  • ther users, or a workgroup
  • Y
  • u 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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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

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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

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P ARTING 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

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“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 S

ervices

  • Insurance companies

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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 

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IMPLEMENTATION CONS ULTANTS

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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

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Carrie S trom

Implementation Consultant (616) 588 - 4692 cst rom@ gl-hc.org

Emmalilly Hoxsie

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

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Thank you for joining!

S upport

support@ gl-hc.org

General Info

info@gl-hc.org