Category:Referral Management

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This category contains articles related to Referral Tracking. Training related articles are listed in sequential order as follows:

• Configuring your Personal Settings in Referral Tracking
• Modifying Your Personal Settings in Referral Tracking
• Changing Your Password in Referral Tracking
• Setting Your Home Page in Referral Tracking
• Referral Concepts
• Assessment Concepts
• Adding Notes in Referral Tracking
• Online Collaboration with Adjustors and Evaluators
• Creating a Referral
• Referral Fields
• Referral Templates
• Locating the Insurance Company in Referral Tracking
• Adding Medical Documentation to the Referral
• Uploading Medical Files to the Referral
• Adding Assessments to Referrals
• Using the Quick Assessments Tab
• People Associated with Assessments
• Referral and Assessment Filtering Overview
• Creating a Referral Filter
• Using Standard Referral Fields
• Using Custom Referral Fields
• Performing Referral Filtering
• Saving a Referral Filter
• Assessment Filtering
• Adding Evaluators to the System
• Define the Specialties of the Evaluator
• Set Up an Evaluator's Calendar
• Specifying the Assessments that an Evaluator Can Provide

Articles in category "Referral Management"

There are 28 articles in this category.

A Adding Assessments to Referrals Adding Evaluators to the System Adding Medical Documentation to the Referral Adding Notes in Referral Tracking Assessment Concepts Assessment Filtering C Changing Your Password in Referral Tracking Configuring Your Personal Settings in Referral Tracking Creating a Referral

C cont. Creating a Referral Filter D Define the Specialties of the Evaluator L Locating the Insurance Company in Referral Tracking M Modifying your Personal Settings in Referral Tracking O Online Collaboration with Adjustors and Evaluators P People Associated with Assessments Performing Referral Filtering R Referral Concepts Referral Fields Referral Templates

R cont. Referral and Assessment Filtering Overview S Saving a Referral Filter Set Up an Evaluator’s Calendar Setting your Home Page in Referral Tracking Specifying the Assessments that an Evaluator Can Provide U Uploading Medical Files to the Referral Using Custom Referral Fields Using Standard Referral Fields Using the Quick Assessments Tab