Services & Referrals (with Geo-Location)
Selecting a Service/Referral
Precondition: ‘Home Address’ is filled out in Patient & Contact.
- In Services & Referrals, click the required service/referral category.
- In the section for the selected service/referral category, click Select Service Providers.
- The home address will be pre-populated in the pop-up window. Enter the preferred distance (in miles or kilometers) for the facility/service needed.
- Click Search.
- The default filter will be the city entered in the ‘Home Address’ in Patient & Contact.
- The results are listed by ascending order in terms of distance.
- Hovering over the magnifying glass icon allows you to see additional information regarding the service/facility.
- To select a service/facility, click anywhere in the row of that service/facility and you will see a check mark. Click Accept.
- A confirmation of the selected service/facility is available in the section for the service/referral category.
Changing the Default Filter
1. If the patient prefers a different city other than the default, first type in the preferred distance in the field under ‘Miles from:’ or ‘Km from:’ and click Search.
2. Type the preferred city in the field under ‘Filter results by:’.
3. If the search does not return any results, adjust the distance as needed by changing the number in the field under ‘Miles from:’ or ‘Km from:’ and click Search. (Note: The filter will revert to the home city with each new search as this is the default. Type in the preferred city.)
Changing the Selected Service/Facility
1. In the section for the service/referral category, click Change Service Providers.
2. Change distance and/or the city under ‘Filter results by:’ as needed and click Search.
3. Click anywhere in the row of the preferred service/facility and you will see a check mark. Click Accept.
4. A confirmation of the new selected service/facility is available in the section for the service/referral category.
Making Referrals to Multiple Services/Facilities
1. After making one referral, click Back in Services & Referrals.
2. Repeat the process of selecting a service/facility. (Note: You can make as many referrals as allowed by your organization’s policies.)
Ver 1.0, Updated 3/30/2020