Change Referral Patient Data

With the Change Referral Patient Data function you can edit referral information previously stored for a patient and any authorization information attached to the referral.

Upon accessing this function you will first select the referral you want to edit using the Patient Look-up function. The Referral Patient Look-up function works the same as the standard Patient Look-up function except that it only looks at the patient referral file to find any matches. If any matches are found it will not list an '(R)' in front of the name because only referral patients will be listed. The numbers listed next to the patient names are 'referral record' numbers and should not be confused with regular registered patient account numbers.

To select a referral, click anywhere in the row containing the referral information.

The stored data for the referral will be listed.

Data Field Information
Prompt Response Req Len
Patient Name (L, S, F, M) Informational only - displays the patient's last name. 60
Suffix Enter the patient's Suffix.   10
First Name Informational only - displays the patient's first name.   35
Middle Name Type the patient's middle name.   25
Address Line One Type the patient's address.   28
Two Type any additional address information.   28
Zip Code Type the five digit zip code or the zip-plus-four zip code.   10
City Type the city.   15
State Code In the State Code list, click the state you want.   3
Telephone/Cell Phone Type the patient's home telephone number in the first text box and their cell phone in the second text box. You can enter a phone number with or without the area code. If you do not enter an area code, CGM webPRACTICE will automatically use the default area code of the practice. You can also enter the phone number with or without dashes to separate the prefix and suffix of the telephone number.   20
      20
E-Mail Address Type the patient's e-mail address.   50
Responsible Doctor In the Responsible Doctor text box, type the doctor you want or select from the Responsible Doctor list. 3
Default Diagnosis In the Default Diagnosis box, type the code you want or click the magnifying glass to search the table. 10
Rel to Guarantor In the Rel to Guarantor list, click the relationship status of the patient to the guarantor. 1
Birth Date In the Birth Date box, type the date you want or click the calendar icon to select a date.   10
Language For the Patient's Sex options, select the option you want.   3
Patient's Sex For the Patient's Sex options, select the option you want. 1
Patient's Status In the Patient's Status list, click the status of the patient.   2
Social Security # Type the patient's nine-digit social security number with or without dashes.   11
Referral Source In the Referral Source box, type the code you want or click the magnifying glass to search the table. 6
Insurance Carrier In the Insurance Carrier box, type the patient's primary insurance code you want or click the magnifying glass to search the table.   5
Policy Number Type the patient's primary insurance policy number.   20
Internal Comment Type any comments needed for this patient. This is a free-text field that will be displayed throughout CGM webPRACTICE whenever the patient's account is accessed using the Patient Look-up function. This comment does not print on any report.   45
Report Comment Type any comments needed for this patient. This is a free-text field that will be printed on every report that contains this patient.   45

If the referral has an authorization attached to it, the authorization data will display. For information on the authorization data fields, see Maintain Authorizations located on the Managed Care, Authorization Tracking menu.