This guide provides a step-by-step process for managing referral records in the system. Users can add, edit, search, and delete records seamlessly through the Manage Referral section. The system ensures accurate data entry and provides options to review changes before committing.
Steps to Manage Referral Records
Step 1: Log in to the Application
- Open the application.
- Enter your username and password.
- Click the Login button.
Step 2: Navigate to the Manage Referral Section
- Go to the Manage Data section.
- Select Standard Codes.
- Click on Manage Referral.
Step 3: Add a New Referral Record
- Click the Add button to open the referral form.
- Fill in the following required and optional fields:
Required Fields:- Referral Code
- Print Name
- Identifier
- Address Line-1
- City
- Optional Fields:
- UPIN #
- NPI #
- First Name
- Last Name
- Title
- Speciality
- State
- Zip Code
- Phone #
- Contact
- Notes Line-1
- Notes Line-2
- Fax #
- Location #
- State License #
- Clinic Name
- Click Save to add the record or Cancel to close without saving.
Step 4: Search for a Specific Record
- Use the Search field to enter text related to the record you want to find.
- Press Search to filter the results.
- Alternatively, click the Direct Search button to view the entire list of referral records.
Step 5: Edit or Delete an Existing Record
- Locate the desired record from the list.
- Use the Action column:
- Edit: Click the edit icon to modify the record. Update the fields as needed and save changes.
- Delete: Click the delete icon to remove the record. A confirmation alert will appear:
- "Are you sure you want to delete the record?"
- Click Yes to proceed or No to cancel.
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