Siebel Healthcare Guide > Referrals and Authorization >
Associating Actions and Providers to Referral or Authorization Requests
End users can use the Actions view tab to record activities related to a referral or authorization. For more information on creating activity plan templates, see To create an activity plan template. To associate an action or provider with a referral or authorization
- Navigate to the Referrals/Authorization screen.
- In the Referrals/Authorizations list, drill down on the tracking # of the desired request.
- Click the Actions view tab.
- In the Actions list, add a new record and select the desired activity template.
- Save the record.
The activities associated with the activity template selected are automatically entered in the Activities list.
- To add additional activities, add a new record in the Activities list and complete the necessary fields.
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