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
- 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
Pages in category ‘Referral Management’
The following 28 pages are in this category, out of 28 total.