Category:Referral Management

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

Pages in category ‘Referral Management’

The following 28 pages are in this category, out of 28 total.

A

• Adding Assessments to Referrals
• Adding Evaluators to the System
• Adding Medical Documentation to the Referral
• Adding Notes in Referral Tracking
• Assessment Concepts
• Assessment Filtering

C

• Changing Your Password in Referral Tracking
• Configuring Your Personal Settings in Referral Tracking
• Creating a Referral
• Creating a Referral Filter

D

• Define the Specialties of the Evaluator

L

• Locating the Insurance Company in Referral Tracking

M

• Modifying your Personal Settings in Referral Tracking

O

• Online Collaboration with Adjustors and Evaluators

P

• People Associated with Assessments
• Performing Referral Filtering

R

• Referral and Assessment Filtering Overview
• Referral Concepts
• Referral Fields
• Referral Templates

S

• Saving a Referral Filter
• Set Up an Evaluator’s Calendar
• Setting your Home Page in Referral Tracking
• Specifying the Assessments that an Evaluator Can Provide

U

• Uploading Medical Files to the Referral
• Using Custom Referral Fields
• Using Standard Referral Fields
• Using the Quick Assessments Tab