1. Lesson 4: Epic Appointment Scheduling Referrals
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2. Epic Appointment Scheduling Referrals
In this lesson you will learn how to:
Assign a referral
Automatically count down referrals
Unassign a referral

3. Epic Appointment Scheduling Referrals– Assigning a Referral
Epic will keep track of the number of appointments and the number of authorized visits approved by the insurance coverage once the appointment is assigned to the referral.
To assign the referral, click once on the appointment to highlight and right click to display menu options.

4. Epic Appointment Scheduling Referrals– Assigning a Referral
Assigning the referral to the appointment is necessary prior to accepting the co-pay.
Once co-pay is accepted within the system, you cannot assign the referral to this specific appointment. To keep track of the appointment use the Count option.

5. Epic Appointment Scheduling Referrals– Assigning a Referral
Once Assign Referral option is selected, you are taken to the referral screen. Highlight the appropriate referral, click on the “Assign” button on the activity toolbar.
This will place a check mark on the assigned referral row. This will automatically start counting down the number of Authorized and Scheduled appointments.

6. Epic Appointment Scheduling Referrals
A completed referral visit can be viewed from the patient’s appointment desk under past appointments and from the referral screen. In the example below, the top slot displays a visit that has been assigned to the appointment.
Once the assigned referral visit is Checked In, the table shows the number of visits Completed against the referral.

7. Epic Appointment Scheduling Referrals
The Referral Counts window provides information on the scheduled and completed visits associated with a referral, including the source of the visits counted.
Epic’s referral functionality tracks the number of appointments scheduled and completed relative to an assigned referral in order to prevent you from associating more contacts with a referral than have been authorized.

8. Epic Appointment Scheduling Referrals
When the total number of scheduled and completed appointment contacts associated with a referral equals the number of contacts authorized, you cannot associate any more contacts with the referral.
When the number of completed contacts for the referral equals the number of contacts authorized (and the referral is authorized), the referral is closed.

9. Epic Appointment Scheduling Referrals– Assigning a Referral
Only one assignment per appointment is allowed. If the referral is already assigned, the following message appears. Click “OK” and return to the referral screen and select the appropriate referral.

10. Epic Appointment Scheduling Referrals– Unassigning a Referral
To Unassign a referral, open the referral screen, and click Unassign from the Activity Toolbar. The visit, if completed will not be counted down if not assigned. Manually count down the appointment by using the “Counts” button.