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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

1. Navigate to the Referrals/Authorization screen.
2. In the Referrals/Authorizations list, drill down on the tracking # of the desired request.
3. Click the Actions view tab.
4. In the Actions list, add a new record and select the desired activity template.
5. Save the record.

   The activities associated with the activity template selected are automatically entered in the Activities list.

6. To add additional activities, add a new record in the Activities list and complete the necessary fields.