Patient Pipeline Navigation


Navigating the Patient Pipeline

The Current Patient Table Is Structured A Lot Like An Email Inbox

    • By default users view the Patient Pipeline in the Incoming View (notice the drop down – used to edit the current view, between inbound and outbound)
      • Inbound orders are patients referred to your facility, AKA the healthcare facility you work at
      • Notice in the first column you will find a number of patient names enabling the user to select a patient at a glance
        • For Further Action:
          • Selecting a patient followed by the button labeled “View Orders” enables the user to see all orders for that patient
          • Selecting a patient followed by the button labeled “New Order” empowers the user to begin building a new order for that patient
          • Selecting a patient followed by the button labeled “Edit Patient” allows the user to edit any profile information for the patient
      • Please take note of an additional drop down – by selecting “Rejected” the users is able to view any patients refereed in error, possibly the incorrect specialty or simply the provider was not able to accept the patient
    • The Outgoing View is very similar, the only difference being that users are able to monitor patients they have referred out to other facilities all in an effort to stay abreast of patient progress

Patient Status Key

      • Pending:  Patients cert request have been transmitted to Cguros, and is currently being processed, patient won’t be pending for long
      • Conditional: Patients that have been denied for the procedure the members doctor felt required, but check the order notes, its possible the pre-certification requires a peer to peer review, or maybe the payor has suggested a slightly different procedure
      • Approved: Congratulations, patient have been approved, pre-certification & all relevant documentation can be found within the order
      • Denied: Patient has been denied, check oder notes, pre-certifications can be denied for a number of reasons – notes always provide clarification

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