RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING &
REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO
2
REHAB/CC REFERRALS CHEAT SHEET
Put in the “UTILDP” order in Meditech
Login to Pathways (Strata) and selct the Assessment component.
RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING &
REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO
3
Select your organization.
The patient should be on your dashboard. Highlight patient and seclect “Edit”.
RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING &
REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO
4
Filling out the Referral Form
• The referral form appears and users can edit each form/tab• Complete all tbals that have a red X in them• Mandatory fi elds will be indicated by a red asterisk (*) or a red highlighted title with
an explanation point (!)
Once the form is complete, it will turn into a green check box
Filling out the Referral Form
RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING &
REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO
5
In the St. Joseph’s Care Group intake tab, if you select “Rehabilitation - General”, “Rehabili-tation - SPecial” or “Hospice Palliative Care” under Type of Referral - this will create a new Care Tyoe Form Tab at the top of the user to fi ll out.
RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING &
REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO
6
Under the Demographics Tab please ensure the “Patient’s Current Location” is correct
RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING &
REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO
7
Sending and Managing the Referral
Click on the Send and Manage Referrals Tab and then click the “Send Referral(s)” button
Select the admission facilitator by highlighting the “Rehab/CC Client Flow Coordinator” below
Then click “Send Referrals”
Selected Destination Providers window will pop up - here you can put any comments or simply select the “Send Referrals” button again to fi nish sending the referral.
Sending and Managing the Referral
RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING &
REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO
8
Monitor Dashboard
• Once sent the screen will refresh to the following indicating that the referral is pending.• Click on the Dashboard in the menu to return to your Dashboard
The status of PENDING means that the referral has BEEN SENT but not yet acknowledged
• Status of ACCEPTED means that the RFA / referral has been acknowledged• This DOES NOT mean that the PATIENT has been ADMITTED to the CCAC for services
Monitor Dashboard
RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING &
REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRI-MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO MARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO SPECIALIST RESOURCE MATCHING & REFERRAL PRIMARY CARE TO
9
Searching for a Client that is NOT on your Dashboard
In the event that the patient location has changed, your dashboard may not contain your patient’s record.
You can search for the patient and then change the location to your unit so that the pa-tient will appear on your dashboard. See the Current Location Quick Reference Guide for assistance
Select the “Client Search” Tab
• The search window will appear• Enter the patients info – partial searches are allowed
Searching for a Client that is NOT on your Dashboard