Difference between revisions of "Category:Referral Management"

Revision as of 10:06, 15 May 2009

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