Adding a Patient

o Referral Date

Enter the date in the mm/dd/yyyy format, or click and select the date from the calendar.

o Referrral ID

If you want to assign a specific ID, enter it here. Otherwise, the system will automatically generate an ID.

o Referral Category

Click the arrow and select the type of referral (such as Doctor, Family Member, and so on).

o Referral Source

Click the arrow and select the source of the referral (i.e.: a specific facility name).

o Referral Contact

Click the arrow and select the referral contact name. Options for this field populate based on what you select in Referral Source.

o Referring Phys

If this was a physician referral, click the arrow and select the name of the referring physician.

o Phys Order Date

Enter the date in the mm/dd/yyyy format, or click and select the date from the calendar.

o Received By

Click the arrow and select the name of the clinician who received the referral.

o Initiated By

Click the arrow and select the name of the person who initiated the referral.

If you need to add a new referral category, referral source, referral contact, referring physician, or an employee's name, click beside the appropriate field to open the Reference File editor and enter the appropriate information. To return to the new patient/referral, click the Patient/Referral tab.

o Sched Admit Date

Enter the date in the mm/dd/yyyy format, or click and select the date from the calendar.

o Admission Type

Click the arrow and select:

Homecare to view only homecare admissions.
Hospice to view only hospice admissions.
All to view both homecare and hospice admissions.

o Patient ID

If you want to assign a specific ID, enter it here. Otherwise, the system will automatically generate an ID.

o Prefix

Enter the prefix (such as Mr., Mrs., and so on).

o First Name

Enter the first name.

o M Init

Enter the middle initial only.

o Last Name

Enter the last name.

o Suffix

Enter the suffix (such as Jr., II, and so on).

o Office

Click the arrow beside this field and select the office you want to use. Expand the "+" beside an office to see additional selection options, if necessary.

o Notes

Enter any additional notes.

If you need to add a new agency, click to open the Agency Master File Editor to enter the agency information. To return to the new patient/referral, click the Patient/Referral tab.