Finding Work
What is Referral Management
This is the step done with all referrals before accepting to identify if the patient is already in Brightree
When all insurance data from Epic and Brightree matches the next step is to run insurance eligibility check using this icon.
What is the pencil?
These must be entered prior to clicking the Create Sales Order button, because they can't be added after.
What are Order Notes
What is "out of service area"?
These are the two options when assigning referrals in Referral Management.
What is self assigning or assigning to department.
The systems looks at DOB, Address, and Phone and provides this to show how close a match there is between Epic and Brightree for a patient.
What is percentage?
If there are multiple insurance policies that match in Brightree use this button to get the correct insurance picked.
What is Insurance Mapping?
When you create the sales order in Referral Management you will need to set the WIP State as this.
What is the next WIP to work the referral?
UnityPoint at Home is out of network for a referral's insurance coverage you would pick this reason for rejecting the referral.
What is "Unable to Accept Insurance"?
How is a referral assigned that has been worked through by one person.
What is self assigned?
This is the button you use to see all data from both Brightree and Epic to see what should pulled into Brightree.
What is Reconcile?
This number might not flow over from Epic onto the Referral Insurance Information page. It will have to be added manually by you.
What is the policy number.
This box is marked if you were able to do the eligibility check before the sales order was created?
You would pick this option if the referral is going to be worked and the items will be supplie.
What is Accept?
This is the area you review which has the items ordered for a particular referral
What is Summary screen?
On the reconcile screen you will indicate what data you want to change in Brightree and replace with data from Epic using this.
What is a check mark?
To get additional screens to complete insurance verification you will use this option.
When using a kit or packaged items these will not show until you have Added the Selected Items.
What is all items in the kit?
You use the same steps when rejecting a referral through Referral Management as you do for these types of referrals.
What is Fax rejection process?
This hyper link allows you start the Referral Management process.
What is the ID number?
These MUST be removed before saving and not brought over from Epic.
What are diagnosis codes?
You can tell by this that an insurance plan has already been mapped in Brightree.
What is the yellow bar? Or there is no mapping button.
What is Scheduled?
You would mark a referral as this if the item was not carried by UPaH HME.
What is rejected for "Do Not Carry Items Ordered" reason?