Application Guide

Release Notes

Site Information

Creating a Referral
Step 1: Three ways to start a referral
Step 2: Referring provider, Reason and Priority
Step 3: Selecting a Specialist
Step 4: Attaching Records
Step 5: Submitting a Referral
Understanding Referral Status: What you need to know
Using your work lists
Messages to Clarity & other practices
Modifying, Copying, Extending and Canceling Referrals
These functions are available only to the referring provider. Modifying Referrals - Adding or changing a referral you have already submitted Open a Submitted, Authorized or Complete referral from one of your work lists. Select "Modify Referral" from the drop down list shown above. Enter a reason for changing the referral. This will be logged in the communications section The referral is set back to "Draft" status, retaining all information from the original referral, including the communications. Proceed as if it were a new referral. You must "Submit" it again to return it to processing. Copying Referrals - Creating a referral similar to another one Use when a patient is being referred to multiple specialists for the same (or related) conditions, or for a second referral to the same specialist for a similar or related diagnosis. Open a Draft, Submitted, Authorized or Complete referral from one of your work lists. Select "Copy Referral" from the drop down list shown above. The new (copy) will be put into your draft list so that you can change any patient, insurance, or referral information as needed. "Copy Referral" is often used to when a patient has two or more referrals to different specialists for one condition, or may be used for a second referral to the same specialist for a similar or related diagnosis. Include any applicable notes to the CSC team written in the communications and click "Send". Click "Submit". It will put today's date on the referral, and a note in the communications that it is a copy of the prior referral. There is no change to the original referral. Extending Referrals - To referral for additional visits beyond the original order Note: Extending a referral is available only for Authorized or Completed referrals. Some insurance plans require a referral for on-going care or treatment for a patient beyond a certain number of initial visits or after a given date. Typically, the specialist will return a consultation report along with a care plan that requests additional visits. An extension authorizes the additional treatment per the care plan, given payer authorization if required. Open an Authorized or Completed referral. Select "Extend Referral" from the drop down list shown above. Enter a reason for extending the referral (e.g., "Continued care per care plan"). This will be logged in the communications section. The extended referral is set to "Draft" status, retaining all information from the original referral, including the communications. Proceed as if it were a new referral. You must "Submit" it again to return it to processing. Cancelling Referrals - When a referral is no longer germane You may wish to cancel a referral if the service does not get authorized by the payer, or if a patient chooses to ignore treatment recommendations. Open a Draft, Submitted, Authorized or Complete referral from one of your work lists. Select "Cancel Referral" from the drop down list shown above. Enter a reason for cancelling the referral. This will be logged in the communications section, and the referral will be removed from the active work lists.
Q&A / Troubleshooting
What makes a really good referral?
Contacting the Clarity Service Center