HOW TO: Enter Referrals

Navigate to the Enrollment module on the left panel

Utilize the blue action button on the top right to select Actions : Add Referral

If this is a New PACE Participant, select New Enrollment.  If this Participant was previously enrolled, select Re-Enrollment. 

Once the initial information is submitted, you will be directed to complete the remaining details. 

Users will need to enter detailed information across the following sections to complete the referral profile at this point in the enrollment process. This guide outlines the fields available in each of these sections (and corresponding sub-sections).

• Patient Details
• Contact Information
• Advance Directives
• Additional Details
• Additional Contact
• Insurance
• Financial (if applying for Medicaid)
• Care
• Medical
• Participant Goals
• Intake Summary
• Document Upload

Follow the step-by-step guide to entering referral details: