Referral Basics
This referral class indicates a referral from a Mercy physician to another Mercy physician.
What is Internal
This Note Type should be used to document all progress checks or follow ups.
What is a General Note
PCP
What is Primary Care Provider
Click this tab to find progress notes or telephone encounters.
What is Notes
This might be added to a referral to notify the referring provider that additional clinicals are needed.
What is a Flag
Flag 43 - Action needed from Referring Provider
Used to indicate the stage in the authorization process or determine when further action is required.
What is the Referral Status
If an action is not _____, it did not happen!
What is documented
DX
What is Diagnosis
Click this tab to find the patients current medication list.
What is Meds
Use this method to quickly reach out to a Mercy Provider regarding a referral or to ask a question.
What is In Basket Messaging
This status indicates that a request for authorization has been submitted to the insurance company but has not yet been reviewed.
What is Pending Review
This option should be selected from the SmartPhrase when the requested provider listed in the referral is not in network with the patient's insurance plan.
OON Policy (Flag 43)
PX
What is Procedure
Click here to find that patients most recent comprehensive metabolic panel
What is Labs
This is a great platform used to stay in contact with your team, ask questions or request assistance.
What is Microsoft Teams
This referral class indicates a referral from a Mercy physician to a non-Mercy physician.
What is Outgoing
This is a text-automation tool designed to drastically speed up documentation. By typing a few characters typically starting with a period, a ___ automatically expands into a longer, pre-written phrase or paragraph.
What is a SmartPhrase (or ".phrase")
CRA
What is Central Referral Authorization (s)
Click here to find a patients most recent MRI result
What is Images
Where would you find the referrals that need an authorization?
What is a referral workqueue
Reach out to this department if an insurance update is needed.
Who is Center of Excellence or COE
This note is used to document all referral information for all insurances attached to each encounter. Must be entered on every referral.
What is the UM PA Referral Note
ROI
What is Release of Information
Click here to find a scanned copy of the patient's insurance card.
What is Media
Single sign on platform that automatically authorizes referrals that do not require PCP approval or formal authorization when the patient’s insurance is within scope.
What is Waystar