Cadence Resource Pages

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Referrals Resource Pages

Referrals: Authorizations & Denials | Referrals: Incoming & Internal  |  Referrals: Outgoing

Epic’s Referrals functionality allows users to create and edit referral records, document authorization details, associate visits with referrals, track changes and communications regarding the referral, identify authorization needed, and review and triage for clinical appropriateness regarding scheduling.

Resources: General
  • Adding a Communication Note to a Referral - (Handout) Communication notes can be added to a referral record to document conversations, communications, and events pertaining to the referral.
  • Using Document Builder from a Referral - (Handout) Document Builder can be used by Prior Authorization staff to send documentation to payors from a referral.
  • Creating New Patient Medical Record Numbers (MRNs) - (Handout) New patients need a Medical Record Number (MRN) created if they do not already exist in Epic.
  • Referral Workqueues and Referral Maintenance - (Handout) Referral Workqueues contain referrals and authorizations in all stages of the referral life cycle. Filters can be used in the workqueue list and within workqueues, and referrals can be opened and edited as appropriate from within the workqueues.
  • Reviewing Workqueue List Basics - (Handout) To find patients that have referrals and need to be scheduled, the Referrals Workqueue List is used to quickly find these patients.
  • Send a MyChart Message From a Referral - (Handout) Notifications can be used to create MyChart messages when it has not been possible to reach a patient via other means, letting patients know that a referral is waiting to be scheduled.
  • Viewing Insurance Referral Status - (Handout) Insurance Referral Status can be viewed from the Appointment Desk and indicates whether the Referral has been authorized.
  • Viewing the Referral Audit Trail - (Handout) Users accessing any type of referral can use the View History button within a referral to see the history of the referral.

Related Pages

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