[ Help Main ] > [Patient Nav Bar] > [Profile] > Referral Management

This page will allow you to attach referrals or preauthorizatons to a patient’s account that can then be attached to individual claims.

1. Choose Type: Referral or Precertification

2. Complete all Mandatory and selected optional fields, then click on the “SAVE” button.

3. Finally, click on the “Save” button

To edit an existing precert or referral:

1. Highlight an existing entry then enter your modifications.

2. Then click on the “Save As New” button.

3. Create a name for this entry, then click “OK”.

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