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Referral Concepts

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=Overview=

[[SmartSimple]]’s Referral Tracking [[Application|application]] provides health care organizations with a streamlined approach for managing the referral process.

Referrals are easily entered and accessible during the scheduling, reporting, and billing processes.

Before getting started with the [[Application|application]] it is important to understand the underlying concepts.

=Referral Concepts=

Referrals are organized as shown in the following diagram:

[[Image:Image:Aref.gif]]

* Individual referrals are created from referral templates such as '''Accident Benefits''' or '''Workers’ Compensation'''. Your company can create any number of referral templates, based on the types of services that you offer.
* Each referral template can gather different information and have different referral statuses.
* A status change within a referral can trigger a [[Workflow|workflow]] such as an alert to a manager.
* Documents such as Medical files, MS-Word or PDF files can be attached to the referral, and made accessible to anyone needing to see the file.
* Medical Transcription files can also be attached to the referral in formats such as '''WAV''' or '''MP3''' files.
* Each referral can consist of any number of assessments (sometimes called evaluations or services).

[[Category:System Management]][[Category:Referral Management]][[Category:Applications]]
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