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Comprehensive Guide to Medical Referral Source: Accessing, Making, and Managing Referrals

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baris
82 diapositives · 985 Views · Jul 30, 2014

This guide provides a detailed overview of the Medical Referral Source platform. Learn how to log in, navigate the dashboard, and utilize features such as the online search for providers, making referrals via e-fax or online forms, and managing your referral history. Understand how to communicate effectively with providers through secure messaging, follow up on referrals, and use favorites for easy access to frequent contacts. This resource ensures you can efficiently manage your medical referrals while maintaining HIPAA compliance.

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Comprehensive Guide to Medical Referral Source: Accessing, Making, and Managing Referrals
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  1. Medicalreferralsource.com Reference Guide

  2. Outline • Logging into the Medicalreferralsource.com site • Dashboard • Search Feature • Profile Views (Online & Unclaimed) • Making an Online Referral • Making an E-Fax Referral • Messaging • Referral Follow up • Favorites • Fax Resend • Document Faxing • Attaching Documents • My Referrals • Deactivating a Referral • FAQ • Support Contact Information

  3. Navigate to http:// medicalreferralsource.com & Login using your assigned Login 1 Type in your Username 2 Type in your Password Check box that you agree to MRS Terms & Conditions/BAA 3 4 Click the login button

  4. Medicalreferralsource.com Dashboard

  5. Dashboard View Follow Up Referral Count Personal to do notes, that can only be seen by you. Total of Referrals Scheduled Secure Online Message Inbox

  6. Search Feature

  7. Provider Search * The least amount of search criteria entered the more results Score card shows the results that match your search query

  8. In the case where no Controlled Market Providers or Practices meet the patient’s Medical necessity you can search for a non preferred provider by clicking here.

  9. Select a reason from the drop down for searching outside of the Controlled Market Network

  10. Non Controlled Market Care Provider listings

  11. Online Profile View

  12. Practice Name & Specialty Payers Accepted by practice Description of Practice Practice Website Practice Address Referral Contact

  13. Send a secure message to Practice/Provider

  14. Access Prior Authorization forms and web links.

  15. Notes are specific to your practice and viewable by everyone in your practice only.

  16. Click here to add practices to your favorites tab.

  17. You may Print a Profile and hand it to your Patient.

  18. Non Controlled Market Profile View

  19. Non Controlled Market Provider Profile View Click here to notify a Physician in our unclaimed market to start receiving online referrals.

  20. Making an Online Referral

  21. To make a new Referral click here.

  22. Search for the Provider that you wish to make a referral to. *Reminder* The least amount of search criteria entered the more results displayed.

  23. Locate the provider for your referral destination and click “Make a Referral”

  24. Input the required fields into the referral order form below….. Once the patient identifier has been entered into the System once, each time after that the Patient’s information will pre-populate. * Fields are RequiredFields

  25. Print Referral Submit Referral Online

  26. Printing a Referral

  27. Submit Referral Online

  28. After your referral is submitted you’ll be taken back to your “My Referrals” screen.

  29. Sending an E-Fax Referral

  30. To send an E-Fax Referral click here.

  31. Search for the Provider that you wish to make a referral to. *Reminder* The least amount of search criteria entered the more results displayed.

  32. Locate the provider for your referral destination and click “Make a Referral”

  33. Input the required fields into the referral order form below….. Once the patient identifier has been entered into the System once, each time after that the Patient’s information will pre-populate. * Fields are RequiredFields

  34. Non preferred Provider Referral Form Sending an E-Fax will not allow you to communicate with the Physician’s Office Online and the status of the referral will not be available.

  35. After your referral is submitted you’ll be taken back to your “My Referrals” screen.

  36. Your Fax delivery status will be displayed here

  37. Messaging

  38. Sending an online message is Secure and HIPAA Compliant.

  39. Online messaging eliminates the run around and phone tag hassles associated with the referral process saving time and increasing patient satisfaction.

  40. Referral Follow up

  41. If a referral requires further Follow up, place a check in this checkbox.

  42. Notes Feature The notes feature allows you to quickly identify any follow up actions on a specific referral.

  43. Notes on a referral can only be seen by the person who made them and the office manager

  44. Favorites

  45. To add a provider to your favorites you’ll need to first search for the provider& Click “View Profile”

  46. Favorites Listing Featureallows you to add practices to your favorites tab.

  47. Select the Specialty and click “Add Favorite”

  48. By clicking on “Favorites” You can now view your Favorites Listings “Notes created for a profile can be seen by the entire practice"

  49. Fax Resend

  50. If your Fax shows a “Fax Failure” status you may resend the fax by simply clicking here.