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Referral Source Link - Setup Manual - February

1. Search Search Location GNED LOCATION Priority Code u Y Priority Description UNASSIGNED Primary Admitting Hospital Secondary Admitting Hospital Total Client Population of Medicare of Medicaid oz 0 of Insurance pz Does office currently refer clients to a Home Health Agency Yes Why was this Agency selected Edit CRM Info for UNASSIGNED LOCATION If yes which one A Saves 9 Dont Save Page 23 of 38 EDIT FACILITY OMER RELATIONSHIP MANAGEMENT INFO Clicking the Edit Facility CRM Info button as shown below will produce the Edit CRM Info form Referral Sources Facilities _ Stat all E Facilities 306 E ST JAMES MANOR Fj NONE LEAK FUNERAL HOME CHICAGO 9 LEAK FUNERAL HOME COUNTRY CLUB HILLS PHARMACY ACME NURSING HOME ADDUS HEALTH CARE E ADLICCI DUNCAN ZIMNEY ADVOCATE HOME CARE E ADVOCATE REHAB EH ADVOCATE TRINITY HOSPITAL 4 AETNA SPECIALTY SELECT PHARMACY ALDEN HEATHER NURSING HOME 4 ALDEN ORLAND REHAB AND HLTH SERVICES ALEXIAN BROTHERS MEDICAL CENTER ALTERNATIVE SERVICES CREMATION CARE CTR EH ANDREW J CDGANN amp SON ANGELUS FUNERAL HOME APPLEWOOD NURSING AND REHAB Branches 3 Contacts 1 Admission Coordinators 2 Sales Programs CRM Information APPLEWOOD NURSING HOI EH APRIA HME I APRIA
2. sae Q bon Save users an agency should be designated as Referral Source Link Administrators and these people will have authority to perform Referral Source Link table maintenance assign supervisory roles within Referral Source Link etc Your systems administrator should select Add Edit Workers select these individuals and assign the Referral Source Link Admin role to their login profile as shown above 9 of 38 PORTAL LOGIN CAPABILTIES You will need to give Customer Support the names of any NEW users who will need to log on to the HCHB Portal most ACs will be new users however a few may have already had access to the portal to support other job duties Please do not include these people as to do so would result in duplicate IDs in the portal HCHB Support will inform you when the new Login IDs have been created and will tell you what they are You will need to enter this login ID into the User Administration panel for each potential Referral Source Link user before they will be able to successfully enter the system The Login ID must be inserted into the Login ID field in the User Maintenance panel Once IDs have been assigned by Support ACs are added to the Referral Source Link Online system as follows Workers Edit Workers Even though these are field people they are considered Office Users in this case because they will actually be logging in to HCHB CREATING TEAM NAMES
3. http hchb com downloads Q homecare homebase Homecare Homebase Mobile Applications This includes variations of the PointCare and RSL Mobile Apps Get Android Pointcare Production version Get Android Pointcare Training version Get Android Pointcare PCOLD version Get Android RSL Production Version Get Android RSL Training Version Get Android RSL OLD Version Other Downloads Get Log Collector Special Use Only nly cownlood thes when instructed by Support Department Click Here for Office User Downloads including the latest Citrix Client 3 Download and install see user manual for set up instructions
4. Hobbies HUNTING FISHING SPORTS Other Important Date Description 01 01 1900 Comments Edit Contact for ALDEN ORLAND REHAB AND HLTH SERVICES Contact Type OFFICE MANAGER v Active Mobile Phone a Best Time Children Favorite Foods BURGERS AND PIZZA Education Birthday Anniversary 01 01 1970 01 01 2000 Other Important Date 2 Description 01 01 1900 Y A Save Dont Save Note Changing any information about this contact including contact type etc will change the information both in the online system and on the mobile application at the next synch Page 26 of 38 SALES PROGRAMS ADDING SALES PROGRAMS To add a Sales Program select R2 gt ORB Homecare Connections gt Maintain Sales Programs gt Sales Programs HCHB_QA Era Status Search By Search For 9 Active Inactive All Selling Message M A Sales Programs Sales Programs HEART ASSESS HOME CARE Title Y Sales Program Description Y Comments Y Start Date HOME CARE AND HOSPICE ssa ss s HOSPICE PROGRAM IFE ASSESS HOME CARE SERVICES PROVIDED BY HOLY REDEEMER 10 23 2009 MEDICATION MANAGEMENT HOME CARE AND HOSPICE SERVICES PROVIDED BY HOLY REDEEMER 10 23 2009 OTHER HOSPICE PROGRAM HOSPICE SERVICES 11 26 2008 PALLIATIVE CARE PROGRAM LIFE ASSESS TO PROVIDE SAFETY AND QUALITY OF LIFE 07 01 2008 MEDICATION MANAGEMENT SERVICE WE PROVIDE 1
5. View Call A inactivate Calls w 9Acive Inactive All Em Admission Coordinator Y Status v Referral Source Y Referral Source Name Y Date Y Type Search By COWBOY COUNTRY OPEN PHYSICIAN OFFICE KANDAH WALID 11 10 2009 8 00 AM BREAKF Admission Coordinator EAST SIDE OPEN PHYSICIAN OFFICE BRAY KENNETH 11 05 2009 8 00 BREAKF Search For EAST SIDE PHYSICIAN OFFICE AHMADIAN YAHYA 11 24 2009 8 00 AM BREAKF GARCIA MATTHEW OPEN PHYSICIAN OFFICE ABRAMS RICHARD 11 12 2009 8 00 AM FOLLOW GARCIA MATTHEW OPEN PHYSICIAN OFFICE BECK CHARLES 11 23 2009 11 00AM LUNCHE GUILD RUSSELL OPEN PHYSICIAN OFFICE IAGMIN PETER 10 14 2009 11 00AM LUNCHE Call Specifics GUILD RUSSELL OPEN PHYSICIAN OFFICE IAGMIN PETER 10 14 2009 11 00 AM LUNCHE Call Date from HIGHLAND PARK OPEN FACILITY ST MARGARETS HOSPITAL 9 02 2009 1 00 PM LUNCHE 06 25 2009 HIGHLAND PARK OPEN FACILITY MORRIS HOSPITAL 9 03 2009 9 00 AM FOLLOW Call Status HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 1 27 2010 12 00 PM LUNCHE 9 Open Closed Al HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 8 18 2009 12 00 PM EDUCAT HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 1 29 2010 9 15 AM MEETIN amp Load Referral Source Link HIGHLAND PARK OPEN PHYSICIAN OFFICE CHARROW JOEL 9 25 2009 8 00 AM FOLLOW HIGHLAND PARK OPEN FACILITY APPLEWOOD NURSING HOME 2 05 2010 8 15 HIGHLAND PARK OPEN PHYSICIAN OFFICE BRINK DALE 2 05 2010 11 30 AM LUNCHE
6. 1 qp ad inactivate As mentioned previously the screen is divided into 2 panes Facility tree view and pane on the right that shows information about the item selected on the left When Facilities is selected in the pane on the left you may Add Edit or Inactivate records in the pane on the right 19 of 38 Referral Sources Facilities Status Active Inactive All ST JAMES MANOR NONE LEAK FUNERAL HOME LEAK FUNERAL HOME ABC PHARMACY ACME NURSING HOME ADDUS HEALTH CARE ADUCCI DUNCAN ZIMNEY ADVOCATE HOME CARE ADVOCATE REHAB ADVOCATE TRINITY HOSPITAL AETNA SPECIALTY SELECT PHAF ALDEN HEATHER NURSING HOM ALDEN ORLAND REHAB AND HLT ALEXIAN BROTHERS MEDICAL C ALTERNATIVE SERVICES CREMA ANDREW J CDGANN amp SON ANGELUS FUNERAL HOME APPLEWOOD NURSING AND REF APPLEWOOD NURSING HOME APRIA HME APRIA PHARMACY BARKER FUNERAL HOME BECVAR FUNERAL HOME BEVERLY RIDGE FUNERAL HOME BLAKE LAMB FUNERAL HOME BLAKE LAMB FUNERAL HOME BOCKEN FUNERAL HOME 4 m B El m m B m m Ez m m El m Edit Facility ALDEN ORLAND REHAB AND HLTH SERVICES P Facility Name Active ALDEN ORLAND REHAB AND HLTH SERVICES Y Street 1234 ELM ZIP Code City State 75343 DALLAS Tx Fax 708 873 9774 Phone 214 000 6700 Referring Facility Type
7. Another building block of Referral Source Link is sales teams To add edit names of sales teams simply select REFERRAL SOURCE LINK from the HCHB main menu select Lookup Tables and then Sales Teams The following screen will appear Sales Teams Table Administration E E x Status Table Search by Search for 9 Active Inactive Al Sales Tear gt Sales Team Y 4 Sales Team Y Active Required Y 5 Y N cet Add Sates Team MEDISTAR NORTH TEAM Sales Team NURSING HOME EAST TEAM Active Y 0 NURSING HOME WEST TEAM A se Dont save OCHSNER 1 2 PLANO WEST Y N TARRANT COUNTY Y N WEST TEAM Y N Add Z Ede XK inactivate EE Filter Active Page 10 of 38 To add a team just click Add in the lower left enter the team name and click Save You may also single click on an existing team name and click edit to change it or double click to enter edit mode ASSIGNING TEAMS TO SALES SUPERVISORS To control which calls reports and other data a supervisor sees go to Resource Manager gt Manage Workers gt Profiles gt Edit This process will take you to the following screen Edit Login Profile for STERLING Profile Name DEFAULT Sales Supervisor System Roles Search For System Functions Available System Roles Assigned System Roles HOSPICE CLINICAL COORDINATOR HOSPICE CLINICAL DIRECTOR HOSPICE MEDICAL RECORD
8. 32 of 38 LL MANAGEMENT Almost everything that can be done the device can be done online R2 and anything changed either will affect both as soon as the mobile application is synchronized Calls can be added edited in either system and all information will flow to both Calls which can be viewed depend upon the user s role in the system ACs can only add and edit their own calls while supervisors can see and edit calls of any AC that is a member of a team assigned to them Referral Source Link ME x pu Active Inactive Admission Coordinator V Status v Referral Source Y Referral Source Name Y Date Y Type ECC HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 1 27 2010 12 00 PM LUNCHE Search HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 8 18 2009 12 00 PM EDUCAT Admission Coordinator Y HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 1 29 2010 9 15 AM MEETINI HIGHLAND PARK OPEN PHYSICIAN OFFICE CHARROW JOEL 9 25 2009 8 00 AM FOLLOW HIGHLAND PARK OPEN FACILITY APPLEWOOD NURSING HOME 2 05 2010 8 15 HIGHLAND PARK OPEN PHYSICIAN OFFICE BRINK DALE 2 05 2010 11 30 AM LUNCHE HIGHLAND PARK OPEN PHYSICIAN OFFICE DREYFUSS DAVID 1 14 2010 2 00 PM EDUCAT Gr EES HIGHLAND PARK OPEN FACILITY ST MARGARETS HOSPITAL 1 14 2010 4 00 PM TELEPH Call Date from HIGHLAND PARK OPEN PHYSICIAN OFFICE AHMAD FAHEEM 2 03 2010 8 30 AM FOLLOW 06 25 2009 M HIGHLAND PARK OPEN PHYSI
9. AGARWAL SURESH P 1234 ELM STREET gt AHMAD AFZAL 1234 ELM STREET ADAMS PATCH 5582 TUBE CAR WAY DALLAS Tx 75229 AHMAD FAHEEM 1234 ELM STREET ADEKOYA DAVID 1234 ELM STREET DALLAS 75243 214 222 2222 AHMAD NADEEM lt 1234 ELM STREET gt ADEKOYA DAVID 312 FRISCO 75203 YANA SISTA ADEYEMI YOMI ADEBOLA 1234 ELM STREET DALLAS 75243 214 222 2222 AHMED IRMA 1234 ELM STREET gt H AHMED VASIA A 1234 ELM STREET ADOMAKO PETRONELLA 1234 ELM STREET DALLAS 75243 214 222 2222 9 AYOADE O 1234 ELM STREET gt AGARWAL SURESH P 1234 ELM STREET DALLAS 75243 214 222 2222 AKRAMI CYRUS lt 1234 ELM STREET gt AHMAD AFZAL 1234 ELM STREET DALLAS 75243 214 222 2222 E AHMAD 1234 ELM STREET DALLAS 75243 214 222 2222 H ALEXANDER FRED 1234 ELM STREET 8 ALFORD JONES MONIQUE D 1234 ELM STREET gt AHMAD NADEEM 1234 ELM STREET DALLAS 75243 2142222222 MIR M lt 1234 ELM STREET gt lt 17234 FI M STOFFT n Ac TV 70742 2143 222 2222 4 GI ALIKAKOS ZOE 1234 ELM STREET FJ ALMEDA FRANCIS 1234 ELM STREET ad Add DET om x aid san This screen is divided into 2 panes Physician Offices tree view left pane and a pane on the right that shows information about the item selected on the left When Physician Offices is selected on the le
10. Admission Coordinator Report 2 Referrals By Admission Coordinator Report 2 Referrals By Referral Source Report Report criteria and output are limited by the user s security level Supervisors can see all ACs assigned to teams to which they have access while ACs can see only their own information in these reports Page 37 of 38 SETUP INSTRUCTIONS ANDROID OBTAIN ADMISSION COORDINATOR ID Using the R2 application go to the Homecare Connections gt Maintain Admissions Coordinators to see the following Maintain Admission Coordinators E w ojx Status Search By Search For Active Inactive All Admission Coordinator M 4 All Admission Coordinators BARRAGAN MARK lt BARRAGAN MARK gt BULLOCK TYLER lt BULLOCK TYLER gt Bl COWBOY COUNTRY lt BOULLEMET DONYA Admission Coordinator Worker Name Y AC Identifier Y Street Y City gt DALLAS WEST lt OWENS TERRELL gt DALLAS WEST lt HOUSTON DAWN gt BARRAGAN MARK BARRAGAN MARK 25005 123HAPPYST HIGHLAND PARK EAST SIDE lt DIAZ VERONICA gt BULLOCK TYLER BULLOCK TYLER 25039 5 CARROLTON lt CLINKENBEARD TOBY gt COWBOY COUNTRY BOULLEMET DONYA 25020 111 MAIN ST ENGEL COR DALLAS WEST OWENS TERRELL 25051 GARCIA MATTHEW DANGER BILLYBOB GRAHAM QUETIN BURNETT DESI DALLAS WEST HOUSTON DAWN 25055 GUILD RUSSELL lt GUILD RUSSELL gt EAST SIDE DIAZ VERONICA 25027 DALLAS HALLER TAMMY lt HALLER TA
11. DALLAS TX 75229 Sales Programs Y Admission Coordinator Y Date Introduced Y Date Close Sales Program DEVICE LINK LAUNCH GARCIA MATTHEW 2 98 2099 04 01 2010 ORTHOPEDIC JOINT REPLACEMENT PROGRAM GARCIA MATTHEW 01 01 2010 06 30 2010 SENIOR FAIR INFO BLAST GARCIA MATTHEW 02 01 2010 02 28 2010 X inactivate Any information entered the during sales calls related to sales programs will display here including date introduced date closed any notes for the sales program and selling messages discussed Page 31 of 38 MONTHLY BUDGETS Sales Managers have the ability to set Monthly Budgets Quotas for each Admission Coordinator These budgets will be reflected in the Knowledge Link Module ONLY Maintain Admission Coordinators 5 x Status Search By Search For Active Inactive All Admission Coordinator M E Admission Coordinators WorkerName 61 Admission Coordinator Worker Name AC Identifier Active BARRAGAN MARK lt BARRAGAN MARK gt ess OS Ss rd BULLOCK TYLER BULLOCK TYLER gt Street City State 21 COWBOY COUNTRY lt BOULLEMET DONYA gt 123 MAIN DALLAS TX 75206 DALLAS WEST lt OWENS TERRELL gt DALLAS WEST lt HOUSTON DAWN gt Admission Coordinator Monthly Budgets Quotas EAST SIDE DIAZ VERONICA gt Coordinator Year 5 CARROLTON lt CLINKENBEARD TOBY gt ENGLISH CORY lt ENGLISH CO
12. IT 26 Adding sales TN T 26 viewing Sales Program iii NI 29 Monthly B UGG Cts 31 Call ane 32 Agg EdiUViSW SI AAA WA AAA 33 Page 3 of 38 ROPO mee 36 Setup Instructions ANGI OIG sa s iion ree OH e leiden iie oii 37 Obtain Admission Coord nator DERE EDU OY CHR 37 Page 4 of 38 SETUP INSTRUCTIONS REFERRAL SOURCE LINK ONLINE Referral Source Link has been engineered to offer an integrated set of services through both the mobile application and through Referral Source Link Online which is a component of the system in Homecare Connections Before Referral Source Link can be used certain setup operations have to be completed within the Referral Source Link Online system generally table maintenance to identify people who will use the system names of sales teams security privileges and such things as call types purposes deliverables allowable expense types and other basics In the Online system Admission Coordinators ACs are assigned to referral sources physician offices and facilities and certain CRM customer relationship management information may be entered about referral sources and the people who work in them The online system also contains a set of reports limited by the user s security level i
13. Licenses HR Log Counseling Events Field Inventory Attachments HCHB Licensing Ga Save amp Stay IG Save Dont Save Page 8 of 38 LOGIN PROFILE Through the Login Profile the first step is to assign the appropriate system roles to the user All Referral Source Link users must have the Admission Coordinator role Sales Managers or Supervisors should also be assigned the Referral Source Link Admin role In order to view the Sales Supervisor Teams tab the user must check the Sales Supervisor box on the top of the screen This gives the user rights to certain Sales Teams created within the system Edit Login Profile for STERLING DAVID V Sales Supervisor System Functions Available System Roles Assigned System Roles HOSPICE CLINICAL COORDINATOR ADMISSION COORDINATOR HOSPICE CLINICAL DIRECTOR REFERRAL SOURCE LINK ADMIN HOSPICE MEDICAL RECORDS HOSPICE PATIENT CARE MGR HOSPICE SCHEDULER Service Lines HUMAN RESOURCES INSURANCE SPECIALIST Sales Supervisor Teams INTAKE MEDICAL DIRECTOR AR Groups MEDICAL RECORDS SPECIALIST NPDN ISLAND PC NURSE CASE MANAGER OFFICE USER IDG TEAM MEMBER ON CALL PATIENT CARE MANAGER PAYROLL POCKET PC POINT PERSON PRE IMPLEMENTATION QI REPORTS GLOBAL CRITERIA SCHEDLILER SUPPLY SYSTEM ADMINISTRATOR VOLUNTEER COORDINATOR Profile Name DEFAULT System Roles Search For Responsible Positions Clinical Teams save amp Stay
14. PATCH Street 5582 TUBE CAR WAY ZIP Code City State Phone Fax 75229 DALLAS vim o om Notify New Orders Via Notify Vital Sign Alerts Via WEBSITE Y 4 Phone Fax Email Web Physician Group NONE v Allow Web Access For Visit Notes Y v Active Y Y Admission Coordinator Service Line GARCIA MATTHEW w HOME HEALTH Admission Coordinator Service Line Admission Coordinator Service Line save B Don t Save Page 21 of 38 ASSIGNING ADMISSION COORDINATOR TO FACILITIES AND OFFICES Like assigning Physicians Facilities must be assigned to Admission Coordinators in order for them to appear in Referral Source Link on the Android device Once assigned Admissions Coordinators have the ability to schedule calls with Facilities assigned to them gt Edit Facility ADDUS HEALTH CARE I x Facility Name Active ADDLIS HEALTH CARE Y Street 1234 ELM ZIP Code City State 75343 DALLAS Y TX w Phone Fax 214 000 6700 C Referring Facility Type Parent Company OTHER y NONE Admission Coordinator Service Line SHIPP SARA m HOME HEALTH ervice Line JENKINS ANNA Y HOSPICE Admission Coordinator Service Line v Comments A Save Don t Save Page 22 of 38 EDIT PHYSICIAN OFFICE CUSTOMER RELATIONSHIP MANAGEMENT INFO Referral Source Link has the ability to store Customer Relationship Management information about a referral sour
15. PHARMACY EF BARKER FUNERAL HOME 4 Search By Facility Facility Name Search For APPLEWOOD NURSING AND REHAB CTR Street 1234 ELM View Facility CRM Info Location UNASSIGNED LOCATION Priority Code u Independent Living Assisted Living Skilled Nursing Facility Full Service Hospital Specialty Hospital Adult Day Care Facility Other City DALLAS Priority Description UNASSIGNED Number of Beds 0 0 Edit CRM Info for UNASSIGNED LOCATION Location A Facilty Type NURSING HOME State ZIP Code TX 75343 Medicare 0 0 0 0 0 0 0 Priority Code Lu v Priority Description UNASSIGNED Number of Beds Independent Living Assisted Living Skilled Nursing Facility Full Service Hospital Specialty Hospital Adult Day Care Facility Other 0 Medicare save Don t Save 101 Actiye it Phone 214 000 6700 Page 24 of 38 ADD EDIT INACTIVATE CONTACTS The user can also add edit inactivate contacts within referring source through this same Physician Facility view by clicking the next to a referral source and clicking Contacts Referral Sources Facilities inl xl Status Search By Search For Q Active Inactive All Facility E Y Zi Facilities 306 E Facility Name Facilty Type Active E ST JAMES MANOR J ALDEN ORLAND REHAB AND HLTH SERVIC
16. SNJ GLOUCESTER ELLIE FERGUSON MOSES ANDR SNJ HOSPICE LAURIE RIVIELLO ULLERY CAROL gt SNJ JOHN JACKSON HODGES BOBBY TEST PERRY KIM Locations 4 Monthly Budgets Quotas Notes Referral Sources 51 TIDWELL JENNIE lt TIDWELL JENNIE gt amp Assign Additional Sales Teams to Admission Coordinator X Unassign Sales Teams from Admission Coordinator Sena ai losos To add one or more sales teams to the selected AC click Assign Additional Sales Team s to Admission Coordinator Select the team s you wish to assign to the AC and click Save to save the changes Page 14 of 38 REFERRAL SOURCES PHYSICIAN OFFICES AND FACILITIES To edit Referral Sources in HCHB the user must do the following Click on Homecare Connections choose either Maintain Physician Office Referrals or Maintain Facility Referral Sources as follows this function can only be performed by Sales Supervisors as identified in the User Administration process Referral Sources Physician Offices 3 Status 15 xi Inactive All Physician Offices du Search By Physician Name All Physician Offices Search For 8 TAHIR 1234 ELM STREET gt I 5 TAHIR 1234 ELM STREET gt 1 TAHIR 71825 N PEAKS AVE Physician Name Y Street Cit
17. TAHIR 1234 ELM STREET gt TAHIR 71825 PEAKS AVE ABCARIAN HERAND lt 1234 ELM STREET ABRAMS RICHARD lt 1234 ELM STREET ADAMS PATCH 1234 ELM STREET ADAMS PATCH 28724 GREENVILLE gt ADAMS PATCH 5555 COOL CAT ADAMS PATCH 5582 TUBE CAR WAY gt Branches 1 Contacts 5 Admission Coordinators 1 9 uu CRM Information ADEKOYA DAVID lt 1234 ELM STREET gt ADEKOYA DAVID lt 312 gt ADEYEMI YOMI ADEBOLA lt 1234 ELM STREET gt ADOMAKO PETRONELLA lt 1234 ELM STREET gt AGARWAL SURESH P lt 1234 ELM STREET gt AHMAD AFZAL lt 1234 ELM STREET gt AHMAD FAHEEM lt 1234 ELM STREET gt AHMAD NADEEM lt 1234 ELM STREET gt AHMADIAM YAHYA 5 lt 1234 ELM STREET gt AHMED IRMA lt 1234 ELM STREET gt AHMED VASIA lt 1234 ELM STREET gt AKERE AYOADE lt 1234 ELM STREET gt AKRAMI CYRUS lt 1234 ELM STREET gt ALDER FRED 1234 ELM STREET gt 4 SANAAA Saa 8 88 88 Physician Name ADAMS PATCH Street City 5582 TUBE CAR WAY DALLAS Sales Programs Sales Program DEVICE LINK LAUNCH ORTHOPEDIC JOINT REPLACEMENT PROGRAM GARCIA MATTHEW GARCIA MATTHEW Active 21 Code 75229 Y Admission Coordinator Y Date Introduced Y Date Close 12 01 2009 01 01 2010 04 01 2010 06 30 2010 I d IZ Edt JA Inactivate Expand and view more information about the Sales Pro
18. 0 23 2009 OTHER MISC SERVICES 10 23 2009 PALLIATIVE CARE PROGRAM PAIN MANAGEMENT FOCUS TO HELP IMPORVE QUALITY OF LIFE 11 26 2008 PROVIDER LINK PROVIDER LINK PRESENTATION 07 25 2008 TELEMONITORING INTRODUCE 08 28 2008 E Add a Edit X activate 81 lt To add a sales program click the ADD button in the Sales Program pane on the right A dialog box will appear where you can fill out the title description of the program start and end date and comments Click Save To add a selling message to the sales program click the next to the appropriate sales program to expand it then click Selling Messages in the left pane Page 27 of 38 HCHB_QA Sales Programs Status Active Inactive Al E Sales Programs ET HEART ASSESS E Selling Materials HOME CARE 9 CARE AND HOSPICE HOSPICE PROGRAM LIFE ASSESS MEDICATION MANAGEMENT OTHER PALLIATIVE CARE PROGRAM PROVIDER LINK TELEMONITORING Search By Search For Selling Message Mi Title Start Date EndDate Active HEART ASSESS 11 26 2008 5 1 2010 Y Sales Program QUALITY CARE FOR HEART PT S Selling Messages Selling Message Description Y Start Date Y End Date V Active V Sort Order Y Add Edit Inactivate B dee Click Add A dialog box will appear to fill in the message description start date and end date Click Save To add selling materials t
19. 22 2222 3 AYOADE 1234 ELM STREET gt AGARWAL SURESH 1234 ELM STREET DALLAS 75243 214 222 2222 CYRUS 1234 ELM STREET AHMAD AFZAL 1234 ELM STREET DALLAS 75243 214 222 2222 EFALDER FRED 1234 ELM STREET AHMAD FAHEEM 1234 ELM STREET DALAS TX 75243 214 222 2222 HI ALEXANDER FRED 1234 ELM STREET gt BI ALFORD JONES MONIQUE D lt 1234 ELM STREET AHMAD NADEEM 1234 ELM STREET DALLAS 75243 214 2222222 M lt 1234 ELM STREET c 1224 FI M STOFFT TV 76242 2143 222 222 ALIKAKOS ZOE 1234 ELM STREET gt _ amp ALMEDA FRANCIS A 1234 ELM STREET gt Page 15 of 38 Referral Sources Facilities BD X Status Search By Search For Q Active Inactive All Facility a Facilities 306 ST JAMES MANOR 1 NONE 1 Ht AR LEAK FUNERAL HOME CHICAGO Facility Name Y Street Y City Y State Y Zip Y Phc 8 LEAK FUNERAL HOME COUNTRY CLUB HILLS EH ABC PHARMACY ACME NURSING HOME NONE 1234 ELM DALLAS 75343 214 ADDUS HEALTH CARE LEAK FUNERAL HOME CHICAGO 1234 ELM DALLAS 75343 214 POUT DUNCAN ZIETEY LEAK FUNERAL HOME COUNTRY CLUB HILLS 1234 ELM DALLAS TX 75343 214 ADVOCATE HOME CARE fi ADVOCATE REHAB ABC PHARMACY 1234 ELM DALLAS TX 75343 214 ADVOCATE TRINITY HOSPITAL NURSI
20. 43 214 POUT DUNCAN ZIETEY LEAK FUNERAL HOME COUNTRY CLUB HILLS 1234 ELM DALLAS TX 75343 214 ADVOCATE HOME CARE fi ADVOCATE REHAB ABC PHARMACY 1234 ELM DALLAS TX 75343 214 ADVOCATE TRINITY HOSPITAL NURSING HOME 123MAINSTREET DALLAS TX 75206 88 SPECIALTY SELECT PHARMACY ADDUS HEALTH CARE 1234 ELM DALLAS 75343 214 BEEN EATER POSTS TIE ADUCCI DUNCAN ZIMNEY 1234 ELM DALLAS 75343 214 ALDEN ORLAND REHAB AND HLTH SERVICES ED ALEXIAN BROTHERS MEDICAL CENTER ADVOCATE HOME CARE 1234 ELM DALLAS 75204 214 ALTERNATIVE SERVICES CREMATION CARE CTR ADVOCATE REHAB 1234 ELM DALLAS 75343 214 ANDREW J CDGANN amp SON ADVOCATE TRINITY HOSPITAL 1234 ELM DALLAS 75343 214 SPECIALTY SELECT PHARMACY 1234 ELM DALLAS 75343 214 EH APPLEWOOD NURSING AND REHAB CTR E APPLEWOOD NURSING HOME ALDEN HEATHER NURSING HOME 1234 ELM DALLAS TX 75343 214 9 ALDEN ORLAND REHAB AND HLTH SERVICES 1234 ELM DALLAS 75343 214 PHARMACY ALEXIAN BROTHERS MEDICAL CENTER 1234 ELM DALLAS 75343 214 ALTERNATIVE SERVICES CREMATION CARE CTR 1234 ELM DALLAS 75343 214 BECVAR FUNERAL HOME BEVERLY RIDGE FUNERAL HOME ANDREW J CDGANN amp SON 1234 ELM DALLAS 75343 214 e BLAKE LAMB FUNERAL HOME CHICAGO ANCELIIC ELUNED T HOME 1724 FIM MAIAS TV 76242 214 LAMB FUNERAL HOME OAK LAWN 2 FUNERAL HOME yA i i
21. CIAN OFFICE CHANG MARK 2 03 2010 11 00 AM MEETIN Call Status HIGHLAND PARK OPEN FACILITY ST MARGARETS HOSPITAL 2 02 2010 8 00 MEETIN Open Closed Al HIGHLAND PARK OPEN PHYSICIAN OFFICE CHANG MARK 2 02 2010 10 00 AM FOLLOW HIGHLAND PARK OPEN PHYSICIAN OFFICE DUBOIS THIERRY 2 01 2010 8 45 AM BREAKF amp Load Referral Source Link HIGHLAND PARK OPEN FACILITY MORRIS HOSPITAL 2 01 2010 10 00 AM EDUCAT HIGHLAND PARK OPEN FACILITY APPLEWOOD NURSING HOME 4 13 2010 9 30 AM BREAKF HIGHLAND PARK OPEN FACILITY ST MARGARETS HOSPITAL 4 13 2010 12 00 PM LUNCHE HIGHLAND PARK OPEN PHYSICIAN OFFICE CHANG MARK 4 13 2010 4 00 PM EDUCAT HIGHLAND PARK OPEN FACILITY CORDT RYAN 4 13 2010 2 00 PM EDUCAT HIGHLAND PARK OPEN PHYSICIAN OFFICE MAMON JOHN 4 15 2010 8 00 AM EDUCAT gt 4 Total Records 229 KI 4 p Pi Add I Edit Call View Call Kinactivate Cals Status Active Call Status Open Call Date From 06 25 2009 1 Page 33 of 38 ADD EDIT VIEW CALLS To add edit view or inactivate particular call you first need to locate the call you wish to view modify You have the option to filter call activity by Status Admission Coordinator Referral Source Referral Source Name Type Duration Mileage Date and by Call Status Referral Source Link Total Records 229 Status Active Call Status Open Call Date From 06 25 2009 Edit Call
22. ES NURSING HOME N FE NONE 3 Street City State ZIP Code Phone amp I A R LEAK FUNERAL CHICAGO 1234 ELM DALLAS TX 75343 214 000 6700 EH A R LEAK FUNERAL HOME COUNTRY CLUB HILLS 9 PHARMACY Contacts ACME NURSING HOME E ADDUS HEALTH CARE D EF ADUCCI DUNCAN ZIMNEY ADVOCATE HOME CARE Contact Name Y Contact Type Y Comments Y Active Y ADVOCATE REHAB gt 4 ADVOCATE TRINITY HOSPITAL JOHN KELLER OFFICE MANAGER SPECIALTY SELECT PHARMACY ALDEN HEATHER NURSING HOME NITA NATHAN DISCHARGE PLANNER TEST Y ALDEN ORLAND REHAB AND HLTH SERVICES Branches 3 Admission Coordinators Sales Programs CRM Information EF ALEXIAN BROTHERS MEDICAL CENTER ALTERNATIVE SERVICES CREMATION CTR ANDREW J CDGANN amp SON 4 ANGELUS FUNERAL EF APPLEWOOD NURSING AND REHAB CTR E APPLEWOOD NURSING HOME APRIA APRIA PHARMACY E BARKER FUNERAL HOME r Add I2 Edit Inactivate When choosing to Add or Edit the form that appears is similar to the one used in Referrals to change contact information except this one contains only CRM information to be used in the selling process Page 25 of 38 Contact Name JOHN KELLER E Mail Address Work Phone Extension Home Phone 555 123 1234 9 Office Days Hours MON FRI 8 5 Significant Other Favorite Restaurant Professional Organizations
23. HIGHLAND PARK OPEN PHYSICIAN OFFICE DREYFUSS DAVID 1 14 2010 2 00 PM EDUCAT HIGHLAND PARK OPEN FACILITY ST MARGARETS HOSPITAL 1 14 2010 4 00 PM TELEPH HIGHLAND PARK PHYSICIAN OFFICE AHMAD FAHEEM 2103 2010 8 30 AM FOLLOW KIKI i e gt Page 34 of 38 add edit view or inactivate a call simply click on the call then click on appropriate button below Referral Source Link Q Active Inactive All Admission Coordinator V Status v Referral Source Y Referral Source Name Y Date Y Type EE HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 1 27 2010 12 00 PM LUNCHE SeachBy HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 8 18 2009 12 00 PM EDUCAT Admission Coordinator m HIGHLAND PARK OPEN PHYSICIAN OFFICE MOHSIN SYED 1 29 2010 9 15 AM MEETINI Search For HIGHLAND PARK OPEN PHYSICIAN OFFICE CHARROW JOEL 9 25 2009 8 00 AM FOLLOW a HIGHLAND PARK OPEN FACILITY APPLEWOOD NURSING HOME 2 05 2010 8 15 BREAKF HIGHLAND PARK OPEN PHYSICIAN OFFICE BRINK DALE 2105 2010 11 30 AM LUNCHE HIGHLAND PARK OPEN PHYSICIAN OFFICE DREYFUSS DAVID 1 14 2010 2 00 PM EDUCAT Saleni HIGHLAND PARK OPEN ST MARGARETS HOSPITAL 1 14 2010 4 00 PM Call Date from HIGHLAND PARK OPEN PHYSICIAN OFFICE AHMAD FAHEEM 2103 2010 8 30 AM FOLLOW 06 25 2009 bd HIGHLAND PARK OPEN PHYSICIAN OFFICE CHANG MARK 2103 2010 11 00AM MEETIN Call Status HIGHLAND PARK OPEN FACILITY
24. MMY gt EASTERN CARROLTON CLINKENBEARD TOBY 25056 HARRIS SARAH lt HARRIS SARAH gt HUSTON HEATH lt HUSTON HEATH gt 8 E J P ONEIL lt ONEIL JAMES gt DANG J P O NEIL lt LEBOWSKI JEFFERY gt GRAHAM QUETIN BURNETT DESI 25019 JENKINS ANNA JENKINS ANNA gt GUILD RUSSELL GUILD RUSSELL 25023 JAMES IO BOONE HALLER TAMMY HALLER TAMMY 25047 JOHNSON ELLE lt JOHNSON ELLE gt JORTNER SUZANNE lt JORTNER SUZANNE gt HARRIS SARAH HARRIS SARAH 25040 LEWIS JACKIE lt LEWIS JACKIE gt HUSTON HEATH HUSTON HEATH 25029 MIDDLESEX COUNTY lt INGRAM TIM gt JP ONEIL ONEIL JAMES 25045 NONE ASSIGNED lt gt 3 P O NEIL LEBOWSKI JEFFERY 25024 PLANO WEST BULLOCK TAREN gt PRINCE CYNDI lt PRINCE CYNDI gt JENKINS ANNA JENKINS ANNA 25038 3 ROSEBERRY lt ROSEBERRY JAKE gt Sasa JOHNSON IOE gt SCRAGGS LINDSEY lt SCRAGGS LINDSEY gt SHIPP SARAH lt HICKS JR ANTHONY gt E Add pum ee For each Admissions Coordinator you wish to set up with a device you will need to note the Identifier which appears immediately to the right of the Worker name in the display This will be the number you will need to insert in the user ID section of RSL Page 38 of 38 DOWNLOADING RSL 1 Using the internet browser navigate to www hchb com downloads 2 Choose the appropriate link for the mobile device Get Android RSL Production Version
25. NG HOME 123MAINSTREET DALLAS TX 75206 88 SPECIALTY SELECT PHARMACY ADDUS HEALTH CARE 1234 ELM DALLAS 75343 214 BEEN EATER POSTS TIE ADUCCI DUNCAN ZIMNEY 1234 ELM DALLAS 75343 214 ALDEN ORLAND REHAB AND HLTH SERVICES ED ALEXIAN BROTHERS MEDICAL CENTER ADVOCATE HOME CARE 1234 ELM DALLAS 75204 214 ALTERNATIVE SERVICES CREMATION CARE CTR ADVOCATE REHAB 1234 ELM DALLAS 75343 214 ANDREW J CDGANN amp SON ADVOCATE TRINITY HOSPITAL 1234 ELM DALLAS 75343 214 SPECIALTY SELECT PHARMACY 1234 ELM DALLAS 75343 214 EH APPLEWOOD NURSING AND REHAB CTR E APPLEWOOD NURSING HOME ALDEN HEATHER NURSING HOME 1234 ELM DALLAS TX 75343 214 9 ALDEN ORLAND REHAB AND HLTH SERVICES 1234 ELM DALLAS 75343 214 PHARMACY ALEXIAN BROTHERS MEDICAL CENTER 1234 ELM DALLAS 75343 214 ALTERNATIVE SERVICES CREMATION CARE CTR 1234 ELM DALLAS 75343 214 BECVAR FUNERAL HOME BEVERLY RIDGE FUNERAL HOME ANDREW J CDGANN amp SON 1234 ELM DALLAS 75343 24 e BLAKE LAMB FUNERAL HOME CHICAGO ANCELIIC ELUNED T HOME 1724 FIM MAIAS 76242 214 LAMB FUNERAL HOME OAK LAWN 2 FUNERAL HOME yA i i 1 qp Ad inactivate When your Facility window populates you will immediately have a populated table for use When you select your Physician table you will need to load your physicians by first e
26. NURSING HOME Parent Company ALDEN Service Line HOME HEALTH Admission Coordinator Service Line HOSPICE Admission Coordinator GARCIA MATTHEW Y Admission Coordinator Service Line Comments w Save Don t Save Tx TX TX TX TX TX TX TX TX TX TX TX TX TX lnix Zip Y Phe lt 75204 2147 7533 2141 75343 214 753433 214 75343 214 75343 214 75343 214 75343 214 75343 214 75343 214 75343 214 75343 214 75343 214 75343 214 75343 214 76242 21 Again Add Edit Inactivate facility offices this screen the window view highlight the particular Facility office you are looking for and click the EDIT button Within the edit box you will be able to edit Street Address City State new order settings vital sign alerts and ACs You may assign an Admissions Coordinator to this office by selecting the desired AC from the dropdown list under Admission Coordinator You may select ONE Admission Coordinator per Service line Page 20 of 38 ASSIGNING ADMISSION COORDINATORS TO PHYSICIANS Physicians must be assigned to Admission Coordinators in order for them to appear Referral Source Link on the Android device Once assigned Admissions Coordinators have the ability to schedule calls with Physicians assigned to them Edit Physician Office 5582 TUBE CAR WAY Physician Name ADAMS
27. RY gt WEST TEXAS WORKER GARCIA MATTHEW 2010 w E GARCI4 MATTHEW lt DANGER BILLYBOB gt Note Admission Coordinator Budgets Quotas are only used by the Knowledge Link and Referral Source Link Modules Locations 2 Monthly Budgets Quotas Notes 2 Referral Sources 8 Home Health Non Medicare Admit Budget Sales Teams 7 Hospice Medicare Admit Budget QUETIN lt BURNETT DESI gt Hospice Non Medicare Admit Budget GUILD RUSSELL lt GUILD RUSSELL gt Private Duty Admit Budget HALLER TAMMY lt HALLER TAMMY gt Home Health Medicare Admit Quota HARRIS SARAH lt HARRIS SARAH gt Home Health Non Medicare Admit Quot HUSTON HEATH lt HUSTON HEATH gt ome Heath Non Nedcar JP ONEIL lt ONEIL JAMES gt Hospice Medicare Admit Quota J P O NEIL LEBOWSKI JEFFERY gt Hospice Non Medicare Admit Quota JENKINS ANNA JENKINS ANNA gt Private Duty Admit Quota JIMMY JAMES JOHNSON JOE JOHNSON ELLE JOHNSON ELLE EE JORTNER SUZANNE lt JORTNER SUZANNE gt LEWIS JACKIE LEWIS JACKIE gt MIDDLESEX COUNTY lt INGRAM TIM gt n NONE gt January Data to All Months save 9 Dont Save Y Jan Y Feb v Mar Y Apr Y May Jun Y Jul VY l o oj o o ol o o o oio o O O o O oi Oi O Page
28. S HOSPICE PATIENT CARE MGR HOSPICE SCHEDULER Service Lines HUMAN RESOURCES INSURANCE SPECIALIST Sales Supervisor Teams INTAKE MEDICAL DIRECTOR AR Groups MEDICAL RECORDS SPECIALIST NPDN ISLAND PC NURSE CASE MANAGER OFFICE USER IDG TEAM MEMBER ON CALL PATIENT CARE MANAGER PAYROLL POCKET PC POINT PERSON PRE IMPLEMENTATION QI REPORTS GLOBAL CRITERIA SCHEDLILER SUPPLY SYSTEM ADMINISTRATOR VOLUNTEER COORDINATOR ADMISSION COORDINATOR Responsible Positions REFERRAL SOURCE LINK ADMIN Clinical Teams A A 1 Save amp Stay a Save 9 Don t Save Checking Sales Supervisor activates the Sales Supervisor Teams tab which appears as follows Page 11 of 38 gt Edit Login Profile for STERLING Profile Name DEFAULT System Roles System Functions Responsible Positions Clinical Teams Service Lines Sales Supervisor Teams AR Groups V Sales Supervisor Search For Available Sales Supervisor Teams Assigned Sales Supervisor Teams DALLAS CO NORTH DMP DALLAS CO SOLITH HCHB FORTH WORTH SOME COUNTY BE save Q pont Save In the example above the Supervisor already has access to the DMP and HCHB Teams and clicking gt with the highlighted team will also give the supervisor access to that team If the user needs access to all teams you may click on gt gt to move all teams to the righ
29. ST MARGARETS HOSPITAL 2102 2010 8 00 MEETIN 9Open Closed All HIGHLAND PARK OPEN PHYSICIAN OFFICE CHANG MARK 2 02 2010 10 00 FOLLOW HIGHLAND PARK OPEN PHYSICIAN OFFICE DUBOIS THIERRY 2 01 2010 8 45 AM BREAKF 4 Load Referral Source Link HIGHLAND PARK OPEN FACILITY MORRIS HOSPITAL 2 01 2010 10 00 AM EDUCAT HIGHLAND PARK OPEN FACILITY APPLEWOOD NURSING HOME 4 13 2010 9 30 AM BREAKF HIGHLAND PARK OPEN FACILITY ST MARGARETS HOSPITAL 4 13 2010 12 00 PM LUNCHE HIGHLAND PARK OPEN PHYSICIAN OFFICE CHANG MARK 4 13 2010 4 00 PM EDUCAT HIGHLAND PARK OPEN FACILITY CORDT RYAN 4 13 2010 2 00 PM EDUCAT HIGHLAND PARK OPEN PHYSICIAN OFFICE MAMON JOHN 4 15 2010 8 00 AM EDUCAT 4 E y Total Records 229 p hi d AddCal 2 Edtcal 82 view call 9X Inactivate Calls Status Active Call Status Open Call Date From 06 25 2009 Page 35 of 38 Call entry and editing is self explanatory and requires that the user complete information on the tabs shown in the example In the Admission Coordinator field Supervisors have the ability to select ACs from their teams using the dropdown list while ACs will see only their own name in the list Certain fields are required and the system will prompt if these have not been completed when the user attempts to save the call Calls can be scheduled and entered in advance or after an impromptu call has been made P aa cat S Gen
30. Sign Alerts Via Phone Fax Service Line hd HOME HEALTH Service Line x HOSPICE Service Line 214 222 2222 Fax 214 222 2299 web BE save Donte save Y Phone x Y 214 222 2222 214 222 2222 214 222 2222 214 222 2222 214 222 2222 827 498 2936 214 222 2222 214 222 2222 214 222 2222 214 222 2222 214 222 2222 214 222 2222 2143 222 2222 In the right pane highlight the particular physician you are looking for and click the Edit button Within the edit box you will be able to edit Street Address City State new order settings vital sign alerts and ACs You may assign an Admission Coordinator to this office by selecting the desired AC from the dropdown list under Admission Coordinator You may select ONE Admission Coordinator per Service line Page 18 of 38 Referral Sources Facilities x lt Status Search By Search For Q Active Inactive Al Facility a Facilities 306 ST JAMES MANOR 1 NONE 1 Ht AR LEAK FUNERAL HOME CHICAGO Facility Name Y Street Y City Y State Y Zip Y Phc 8 LEAK FUNERAL HOME COUNTRY CLUB HILLS EH ABC PHARMACY ACME NURSING HOME NONE 1234 ELM DALLAS 75343 214 ADDUS HEALTH CARE LEAK FUNERAL HOME CHICAGO 1234 ELM DALLAS 753
31. TORY 2 DALLAS lt MCPHERSON PATRICK gt ROBINSON JOANNE MARTINEZ JIMENEZ BETTY 25005 123 MAIN ST 3 TERRITORY 20 FT WORTH lt O DONNELL CHRIS gt ROTHENBERGER EMILY QUINN BERTHA 25003 123 MAIN ST TERRITORY 20 PLANO lt FULLERTON CARA gt TERRITORY 10 UPTOWN STRONG TORI 25008 1232 MAIN TERRITORY 24 RICHARDSON lt DILLINGHAM LACY gt z m TERRITORY 25 EAST DALLAS lt WINCHESTER DONNA TERRITORY 27 UNIVERSITY PARK lt FULLERTON CARA TERRITORY 13 AUSTIN BATTLE LAUREL 25017 6688 CENTRAL EXPRESSWA TERRITORY 3 UPTOWN LIGHTFOOT RACHEL TERRITORY 2 DALLAS MCPHERSON PATRICK 25001 5301 ALPHA ROAD TERRITORY 5 DALLAS ISAAC THOMAS gt TERRITORY 20 FT WORTH O DONNELL CHRIS 25019 6688 CENTRAL EXPY TE oe nr MA area TERRITORY 20 PLANO FULLERTON CARA 25022 123 MAIN ST TERRITORY 7 NORTH DALLAS lt SEHON AUBREY gt d TERRITORY 8 MIDTOWN lt PECENKA CORINE gt TERRITORY 24 RICHARDSON DILLINGHAM LACY 25021 6688 N CENTRAL EXPRESSWZ TERRITORY 9 DFW lt SPANGLER DANIELLE gt TERRITORY 25 EAST DALLAS WINCHESTER DONNA 25020 322 GLENROSE CIRCLE UPTOWN DALLAS lt SPANGLER DANIELLE gt TERRITORY 27 UNIVERSITY PARK FULLERTON CARA 25015 123 MAIN ST TERRITORY 3 UPTOWN LIGHTFOOT RACHEL 25018 6688 CENTRAL EXPWY TEDDTIT ODV HAAS ISAAC THOMAS j PEME 1010 FWADN T 4 Ads AmE Table Administration B dose Click Add A new form will appear wit
32. ce for use in managing sales efforts for that source In the tree view expand the desired physician office by clicking on the next to the physician office Highlight CRM Information in the tree view and then move click Edit Physician Office CRM Info in the right pane Referral Sources Physician Offices Status Active Inactive All Physician Offices ABBASI TAHIR lt 1234 ELM STREET gt FP ABBASI TAHIR lt 1234 ELM STREET gt 9 TAHIR lt 71825 PEAKS AVE gt FPF ABCARIAN HERAND lt 1234 ELM STREET gt ABRAMS RICHARD lt 1234 ELM STREET gt ADAMS PATCH lt 1234 ELM STREET ADAMS PATCH lt 28724 GREENVILLE gt ADAMS PATCH 5555 COOL CAT ADAMS PATCH 5582 TUBE CAR WAY Branches 1 Contacts 5 Admission Coordinators 1 Sales Programs gt DAVID 1234 ELM STREET EH ADEKOYA DAVID lt 312 gt ADEYEMI VOMI ADEBOLA lt 1234 ELM STREET gt 9 PETRONELLA lt 1234 ELM STREET gt AGARWAL SURESH P lt 1234 ELM STREET gt AFZAL 1234 ELM STREET gt AHMAD FAHEEM lt 1234 ELM STREET gt 4 AHMAD NADEEM lt 1234 ELM STREET gt EH AHMADIAN YAHYA 5 1234 ELM STREET gt AHMED IRMA 1234 ELM STREET gt EH AHMED VASIA A 1234 ELM STREET gt AKERE AYOADE 1234 ELM STREET gt EHAKRAMI CYRUS 1234 ELM STREET gt ALDER FRED 1234 ELM STREET gt
33. eral Call Info Admission Coordinator Active HIGHLAND PARK v Y Purposes Call Date Call Time Contacts 04 14 2010 8 00 7 Details Call Status OPEN Deliyerables Call Expenses Mileage Referral Source FACILITY v Referral Source Name Call Duration mins EE Save amp Stay Save Don t Save Page 36 of 38 REPORTS Reports within Referral Source Link are shown as follows Resource Manager gt Report Manager gt Referral Source Link Reports Folder Homecare Homebase Resource Manager Homecare Connections k 4 lt Requests Weekly Alternate Manage Non Visit Ad Hoc Fax View Views Workers Activity Reports Manager Scheduling Workers Reports Report Manager File Administration YALL REPORTS 2 Admission Coordinator Assignment Report BILLING 2 Admission Coordinator Summary Data Report CLINICAL 2 Admissions By Admission Coordinator Report MILEAGE ANALYSIS REPORTS 2 Call Summary Report E PAYROLL 2 Discharges By Admission Coordinator Report PAYROLL REPORTS 2 Facilities By Admission Coordinator Report 2 Non Admissions By Admission Coordinator Report SALES 2 Physicians and Facilities By Admission Coordinator Report E SCHEDULING 2 Physicians By Admission Coordinator Report C WORKER REPORTS 2 Referral Source Projection by Admission Coordinator Report 2 Referral Source Summary By
34. ft you may Add Edit or Inactivate records in the pane on the right This is consistent with the Facility screen Page 17 of 38 Referral Sources Physician Offices Status Active Inactive All Physician Offices ABBASI TAHIR lt 1234 ELM ABBASI TAHIR lt 1234 ELM ABBASI TAHIR lt 71625 ABCARIAN HERAND lt 123 ABRAMS RICHARD lt 1234 ADAMS PATCH lt 1234 ELM ADAMS PATCH lt 28724 GR ADAMS PATCH 5555 ADAMS PATCH lt 5582 TUB ADEKOYA DAVID 1234 El ADEKOYA DAVID 312 ADEYEMI YOMI ADEBOLA ADOMAKO PETRONELLA lt AGARWAL SURESH P lt 123 AHMAD AFZAL 1234 ELM AHMAD FAHEEM lt 1234 EL AHMAD NADEEM lt 1234 EL AHMADIAN YAHYA 5 lt 1234 AHMED IRMA 1234 ELM AHMED VASIA 1234 ELM AKERE AYOADE lt 1234 EL AKRAMI CYRUS 1234 ELI ALDER FRED 1234 ELM 5 ALEXANDER FRED lt 1234 ALFORD JONES MONIQUE ALI MIR M lt 1234 ELM STRE ALIKAKOS ZOE 1234 ELV ALMEDA FRANCIS A 1234 4 8 88 89 Edit Physician Office 1234 ELM STREET Physician Name AGARWAL SURESH Street 1234 ELM ZIP Code City 75243 DALLAS Notify New Orders via PAPER Physician Group NONE Allow web Access For Visit Notes N Active Admission Coordinator GARCIA MATTHEW Admission Coordinator GARCIA MATTHEW Admission Coordinator State TX Y Notify Vital
35. grams by clicking the next to Sales Programs This expands the Sales programs to show the corresponding Sales Program Notes and Selling Messages Page 30 of 38 Referral Sources Physician Offices Status Active Inactive All Physician Offices ABBASI TAHIR 1234 ELM STREET gt ABBASI TAHIR lt 1234 ELM STREET gt ABBASI TAHIR lt 71825 PEAKS AVE gt ABCARIAN HERAND lt 1234 ELM STREET gt ABRAMS RICHARD lt 1234 ELM STREET gt ADAMS PATCH lt 1234 ELM STREET gt ADAMS PATCH lt 28724 GREENVILLE gt ADAMS PATCH lt 5555 COOL CAT gt ADAMS PATCH 5582 TUBE CAR WAY gt Branches 1 Contacts 5 H Admission Coordinators 1 es DEVICE LINK LAUNCH Sales Program Notes Selling Messages ORTHOPEDIC JOINT REPLACEMENT PROGR EH SENIOR FAIR INFO BLAST CRM Information ADEKOYA DAVID lt 1234 ELM STREET gt ADEKOYA DAVID 3127 ADEYEMI YOMI ADEBOLA 1234 ELM STREET ADOMAKO PETRONELLA lt 1234 ELM STREET gt AGARWAL SURESH P 1234 ELM STREET gt AHMAD AFZAL 1234 ELM STREET AHMAD FAHEEM 1234 ELM STREET AHMAD NADEEM 1234 ELM STREET gt FJ AHMADIAN YAHYA 5 1234 ELM STREET gt H A E E EE EH EH x Search By Search For Physician Name Y 4 Physician Name Active ADAMS PATCH 17 Street City State ZIP Code Phone 5582 TUBE CAR WAY
36. h Last Name First Name Worker and Active Because of turnover we suggest you populate the boxes as territories instead of names For Example Last Name Territory 12 First Name Central Dallas Worker David Sterling This will help when replacing old AC s with New AC s See Assigning Physician Offices and Facilities to ACs for information regarding the bottom two fields Page 13 of 38 ASSIGNING ACS TO SALES TEAMS Once you have ACs and Sales Teams created you need to assign ACs to teams This is done through Orb gt Homecare Connections Maintain Admission Coordinators click the to expand the appropriate AC record gt Sales Teams which yields the following Admission Coordinators QA E x Status Search By Search For Active Inactive All Admission Coordinator a Admission Coordinators lt Worker Name 15 Du prb i BELL LINDA lt BELL LINDA gt x NONE ASSIGNED lt gt Street City State ZIP Code Phone NORTH RANDI OSTROFF lt STURGIS BARBARA gt 123 MAIN ST EGG HARBOR NJ 8234 5555551212 OCEAN DOLORES PULASKI lt GASSAWAY BEATRICE gt TOWNSHIP OCEAN JENNIFER HITCHNER lt HEINSOHN DIVNA gt Sales Teams CENTER CITY LESLIE BARBUTO lt REED CARL gt MONT BUCKS KAREN WALSER CAMERON DME NE PHILLY DAVE RIORDAN lt DELGADO BRENDA SHORE KAY HADLEY PINALES ANN SNJ CAMDEN DON MCMANAMY CRUTCHFIELD DO
37. homecare homebase Referral Source Link Setup Manual Last Modified February 14th 2013 CONFIDENTIAL 2 of 38 TABLE OF CONTENTS Setup Instructions Referral Source Link Online 4 Establishing the Basic Environment AA aa 4 Creating A W rRKer u 5 WINGI h a Su 5 WAA AAA 6 KESSI uuu C x 7 TR mh 8 ES rop NND TT 9 Creating Team Names Mage bn PEE RUE PRAE Dn pee Qe ERR ERE Cree Urb QURE 9 Assigning Teams To Sales 10 Adding An Admission Con 12 Assigning ACS To Sales Team S oS SPARE PRO IAE MR 13 Referral Sources Physician Offices and Facilities eese 14 xr Ee epo em 16 Assigning Admission Coordinators TO Physicians 20 Assigning Admission Coordinator To Facilities And Offices 21 Edit Physician Office Customer Relationship Management Info 22 Edit Facility Customer Relationship Management Info eee 23 AddEditinactivate 24 Sales RTT TT T TTC T DET
38. n the system which may be accessed by anyone from an AC to a sales executive ESTABLISHING THE BASIC ENVIRONMENT In Referral Source Link ACs are assigned to facilities or physicians offices ACs are also assigned to sales teams and these teams can be named as appropriate for the agency There are two basic classes of users in Referral Source Link online ACs and Supervisors The latter refers to sales marketing supervisors directors VPs or anyone else with sales team members reporting to them The scope of supervision which governs whose call a user can see and who the user can select to see on reports is controlled by teams which are assigned to that user So an AC is assigned to a team one or more teams are assigned to the supervisor and so on A supervisor may see any number of teams up to and including all teams in the agency Page 5 of 38 CREATING A WORKER To create new worker you must log into R2 and select Add Edit worker 2 gt Resource Manager gt Worker Console gt Add Edit Workers Once you select or add a worker R2 produces the following window DEMOGRAPHICS fields with an asterisk are required Add Worker a xt Demographics Last First Name Middle Initial Status GARCIA matt ACTIVE ization Assi t Nickname Birth Date Worker ID NPI Qualifications d Race Marital Status Gender Home Branch Permissions ems Payroll Informa
39. ntering search criteria You can search for a physician facility with the search box at the top of the window Page 16 of 38 PHYSICIAN OFFICE WINDOW If you select Physician Offices you will see the following screen Referral Sources Physician Offices Status Search By Search For Inactive All Physician Name m 4 Physician Offices All Physician Offices G ABBASI TAHIR 1234 ELM STREET gt 8 TAHIR 1234 ELM STREET gt i ABBASI TAHIR 71825 N PEAKS AVE Street City State Y Zip Code HERAND lt 1234 ELM STREET gt 3 5 RICHARD 1234 ELM STREET 7 ADAMS PATCH 1234 ELM STREET gt ABBASI TAHIR 1234 ELM STREET DALLAS 75243 214 222 2222 ADAMS PATCH 28724 GREENVILLE gt ABBASI TAHIR 71825 N PEAKS AVE FRISCO 75203 PPD vere Cece ells ABCARIAN HERAND 1234 ELM STREET DALLAS 75243 214 222 2222 ADAMS PATCH 5582 TUBE CAR WAY 8 DAVID 1234 ELM STREET ABRAMS RICHARD 1234 ELM STREET DALLAS 75243 214 222 2222 DAVID 312 ADAMS 1234 ELM STREET DALLAS 75243 214 222 2222 YOMI ADEBOLA lt 1234 ELM STREET gt ADAMS PATCH 28724 GREENVILLE DALLAS 75206 827 498 2936 PETRONELEN ADAMS PATCH 5555 COOL CAT DALLAS 75206
40. o the sales program click the next to the appropriate sales program to expand it then click Selling Materials in the left pane Page 28 of 38 Sales Programs HCHB QA exe Status Search By Search For Active Inactive Selling Message a Title StartDate EndDate Active HEART 55 55 11 26 2008 5 1 2010 Y sales Program QUALITY CARE FOR HEART PT S Selling Messages CARE CARE AND HOSPICE Selling Materials 5 1 PROGRAM MEDICATION MANAGEMENT Selling Material Description Y Start Date Y EndDate Y Active E PROVIDER LINK TELEMONITORING Click Add A dialog box will appear to fill in the selling material description start date and end date Click Save Page 29 of 38 VIEWING SALES PROGRAM PROGRESSION A sales manager can view the status of a Sales Program for a specific physician To view sales program status go to ORB gt Homecare Connections gt Maintain Physician or Facility Referral Sources Click on the to expand the desired physician facility and then click Sales Programs Referral Sources Physician Offices Status Active Inactive All Search By Search For Physician Name v E Physician Offices TAHIR lt 1234 ELM STREET gt Ej ABBASI
41. t hand column The process can be reversed by removing teams from the right hand column using lt to remove one team name or lt lt to remove all Now you have set up this supervisor to see calls and report information for all individuals assigned to the selected teams Page 12 of 38 ADDING AN ADMISSION COORDINATOR To add go to Orb gt Homecare Connections gt Maintain Admissions Coordinators A table will appear as shown Maintain Admission Coordinators Status Search By Search For Active Inactive All Admission Coordinator Y All Admission Coordinators 2 Admission Coordinators Worker Name 23 lt ARLESA gt eq FT WORTH 001 lt ALBRIGHT BARBARA gt LAMPERT RILEY KAREN lt GUTHRIE AUDREY gt Admission Coordinator Y Worker Name Y ACIdentifier V Street MONEY EDDIE lt MONEY EDDIE gt BOONE ARIESH 125 MAT ST RANDALL MATT lt RANDALL MATT gt ROBINSON JOANNE MARTINEZ JIMENEZ BETTY gt FT WORTH 001 ALBRIGHT BARBARA 25011 2615 GRRENVILLE AVE ROTHENBERGER EMILY QUINN BERTHA gt LAMPERT RILEY KAREN GUTHRIE AUDREY 25002 123 MAIN ST TERRITORY 10 UPTOWN lt STRONG TORI gt MONEY EDDIE MONEY EDDIE 25006 6688 CENTRRAL EXPRESSW TERRITORY 22 CENTRAL DALLAS lt STERLING ORYID RANDALL MATT RANDALL MATT 25014 180 N STETSON AVE TERRITORY 13 AUSTIN lt BATTLE LAUREL gt 0 A TERRI
42. tion Street ZIP Code city State County ees ll E Login Profiles Saas Home Phone Work Phone Cell Phone Pager Renewable Requirements o o e o Email Address Signature Title Licenses HR Log Referred By Referral Contact Phone Referral Category gt Counseling Events Comments Field Inyentory E Attachments HCHB Licensing User Field 1 User Field 2 Page 6 of 38 PAYROLL TAB Worker Category and Mileage Payment Method are reguired entries Hire Date Termination Date Driver s License State Driver s License No SSN Payroll Dept Payroll No Expected Hours Week E WEEKLY 7 3 WEEKLY 11 7 WEEKEND EVENING ON CALL M F ON CALL 5 5 PCM HOSP PCM 3 11 HOSPPCM7 3 Exempt 7 FullTime i Contractor Primary Job Description Page 7 of 38 PERMISSIONS TAB For all users The Able to be Admission Coordinator needs be set to Y For all Sales Managers The Able to Obtain Login Profile needs to be set to Y Add Worker E X Demographics Able to Perform Visits N Able to Perform SOC RECERT Evaluations N v Organization Assignments Able to Obtain Login Profile Qualifications Able to be Admission Coordinator Permissions Allow Automatic Approval of this Worker s Orders N X Payroll Information Allow Rapid Reschedule of Visits M Login Profiles Renewable Requirements
43. y Y State Y ZipCode Y Phone EB ABCARIAN HERAND 1234 ELM STREET gt 1 8 5 RICHARD lt 1234 ELM STREET ABBASI TAHIR AZBHELMSTREET DAUAS TK 79043 244 222 2222 5 PATCH 1234 ELM STREET gt ABBASI TAHIR 1234 ELM STREET DALLAS 75243 214 222 2222 ADAMS PATCH lt 28724 GREENVILLE gt ABBASI TAHIR 71825 N PEAKS AVE FRISCO TX 75203 CADETS Census COOL CATS ABCARIAN HERAND 1234 ELM STREET DALLAS 75243 214 222 2222 8 5 PATCH 5582 TUBE CAR WAY BI ADEKOYA DAVID lt 1234 ELM STREET ABRAMS RICHARD 1234 ELM STREET DALLAS 75243 214 222 2222 H ADEKOVA DAVID 312 ADAMS PATCH 1234 ELM STREET DALLAS 75243 214 222 2222 ADEYEMI YOMI ADEBOLA lt 1234 ELM STREET gt ADAMS PATCH 28724 GREENVILLE DALLAS TX 75206 827 498 2936 E ADONARO PETRONELLA lt 1234 ELM STREET ADAMS PATCH 5555 COOL CAT DALLAS 75206 EB AGARWAL SURESH P 1234 ELM STREET EI AHMAD AFZAL 1234 ELM STREET ADAMS PATCH 5582 TUBE CAR WAY DALLAS TX 75229 AHMAD FAHEEM 1234 ELM STREET gt ADEKOYA DAVID 1234 ELM STREET DALLAS 75243 214 222 2222 H AHMAD NADEEM lt 1234 ELM STREET gt ADEKOYA DAVID 312 FRISCO 75203 EI AHMADIAN YAHYA S 1294 ELM STREET ADEYEMI YOMI ADEBOLA 1234 ELM STREET DALLAS 75243 214 222 2222 IRMA 1234 ELM STREET gt VASIA A 1234 ELM STREET ADOMAKO PETRONELLA 1234 ELM STREET DALLAS 75243 214 2

Referral Source Link - Setup Manual - February

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