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Automated Referral Flag Options

Bugs, Known Issues, Open Cases

Last Post by Anonymous 1 second ago

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JustineValiquette

(@justinevaliquette)

Posts: 16

Eminent Member

Topic starter

Looking for alternative workflows for automated referral flags.

We are a large multi-specialty organization with over 1000 referrals per month. When referrals are for Medicare patients, we would like the flag that is automatically generated to be routed to a different desktop than for other referrals. As far as we know, these settings can be made at the location of care level, but not at the insurance level. Insurance default settings allow us to set the referral to In Process, but then no flag is routed.

We are considering an encounter form to have "send flag" buttons that are more customizable, but hesitate to change the provider workflow by pulling them out of the orders module.

We could use crystal reports to show a running list of referrals by insurance carrier, but this would require manual routing by a user. We are hoping to skip the user intervention component.

Does anyone have any suggestions we haven't considered? Or workflows that work well in your facility? Thank you in advance!

Posted : February 27, 2017 5:54 am

gpincomb

(@gpincomb)

Posts: 278

Reputable Member

Do you or someone in your IT Department know SQL? We are on CPS, not EMR, so if you have EMR then you made need to tweak this a little bit.

Have you considered creating an automated SQL Script to basically do the following. This is just a basic update script to give you an idea of where you need to start. Obviously, if you are wanting this change to occur based on Insurance information then this script needs to be linked to the appropriate insurance information tables and you will use that information to select the appropriate records and not the existing SDID.

Also, since is just the Document Routing table there is little chance of causing issues, but you always want to make sure you know what you are doing inside your database when using the "update" statement. There is always the possibility of irrevocably corrupting data if someone uses update/delete statements without having the knowledge of understanding what their statements are doing. I highly recommend an experienced SQL Database Administrator or experienced SQL writer/user are the only ones authorized to make these types of changes.

update dr

set dr.USRID ='1553615234000010'-- User ID that you want the Document Routed to (found in the USR table under PVID)

from DOCROUTE dr

where dr.SDID ='1801131707971080'

Posted : February 27, 2017 10:06 am

JustineValiquette

(@justinevaliquette)

Posts: 16

Eminent Member

Topic starter

Thanks for the feedback!

Posted : March 7, 2017 5:52 am

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