For CliniciansPatient Management
Patient Management
Complete guides for managing patients from referral to active care
Patient Management
Patient management encompasses the entire process of bringing new patients into your care system, from initial referral through eligibility verification and intake completion.
Core Workflows
Referral Management
Learn how to create, filter, and manage patient referrals. This guide covers:
- Creating referrals manually or from web forms
- Filtering and searching referrals
- Assigning referrals to care teams
- Managing referral status workflow
- Making decisions on referrals
See the Referral Management guide for detailed information.
Eligibility Verification
Step-by-step guide to verifying patient eligibility and authorizing services:
- When and how to verify eligibility
- Service authorization process
- Eligibility status management
- Best practices for verification
See the Eligibility Verification guide for detailed information.
Patient Intake
Complete workflow for patient intake:
- Reviewing referral information
- Eligibility verification
- Decision making
- Service authorization
- Care team assignment
See the Patient Intake guide for detailed information.
Quick Links
- Getting Started - New to the platform?
- Visit Management - Schedule and manage visits
- Team Management - Manage users and permissions