Case Management Facility/Agency Referrals
The Case Management module provides Epic workflows for case managers and related roles that are responsible for insurance authorization/certification, case management, quality review, and discharge planning.
Case Management Resource Pages
Case Management Main Page | Case Management Auth/Cert | Facility/Agency Referrals | Payor Communication | Psych Specific Resources | Utilization Review |
Resources
Resources
- CCM CareLink Conversations Report - (Handout) View and reply to Service Request messages from CareLink facilities from within the CCM CareLink Conversations report.
- CCM CareLink Message Notifications - (Handout) View new Service Request messages from CareLink facilities in the Patient Lists Activity.
- Facility/Agency Referral Report Contents - (Handout) This document contains a list of Epic Notes, by note, title and content, used in the Case Management module.
- Internal/External Communication Guide for Case Managers - (Handout) There are many methods of communicating to others using the Case Management Module. Use this table to determine the appropriate location for your comments and messages, both internal and external.
- Printing a Facility/Agency List for a Patient - (Handout) Case Managers may need to provide a list of possible placement facilities/agencies to the patient so that they may choose where to go following their discharge.
- Searching the Facility/Agency Database - (Handout) This includes a list of facilities and agencies a patient may be referred to following discharge and how to search within the Case Management navigator.
- Sending & Documenting Facility/Agency Referrals - Quick Start Guide - (Handout) Referrals to facilities/agencies for a patient will be documented within the Case Management navigator using the coordination sections (e.g. Destination).
- Sending Supplemental Documentation to Post-Discharge Referral Facilities/Agencies - (Handout) Facilities/agencies may request additional patient documentation after receiving a referral. This supplemental documentation may be sent via Chart Review.
- Viewing Facility/Agency Referral Information - (Handout) View Post-discharge placement and referral information in many places within Epic, including the After Visit Summary, Case Management Overview & Placement History reports.
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