Overview

Establishing an integration with Marketscape CRM can exponentially increase ROI, visibility, and provide endless possibilities to analyze your company’s business and growth.

Two subsets of referrals that hold vital information that are often overlooked due to a lack of visibility and a lack of existing views that highlight these records: Pending and Non-Admit referrals.

For general assistance with managing views, our Help Center has some great articles about defining views, creating views, and duplicating views. For this article we will focus on creating views using filters to manage pending and non-admit referrals.

How to use a view to manage pending referrals

Creating a view to isolate referrals by Pending status can provide insight into patients that that haven’t been admitted (or non-admitted) yet for the following reasons:

• Clinicians may be unable to contact patient or the patient is refusing care
• Orders may still be pending from the referring or primary physician
• Patient may have been admitted or determined a non-admit but the EHR has not been updated by intake

The “entry date” can be used for context and see when the patient has been entered into the EHR and if it has been some time since a patient status update. Note: most EHRs do not provide a pending reason or note field.

Using a Pending view can provide insight into what patients are still pending and why. This data can assist with reps following up with doctors if orders are missing or following up with intake if a patient’s status hasn’t been updated. 

How to use a view to manage non-admits

Creating a view by isolating non-admits referrals you can gain insight into patients that were not admitted for various reasons (reasons will vary based on the reasons entered in the EHR).

The “non-admit” date can be used for context and see when the patient was updated to a non-admit.

Patients do not meet requirements for care

Monitoring the non-admits can provide insight to trends to doctors that may be sending over patients that are not meeting requirements for care. Creating a re-education campaign on the requirements and benefits of home health or hospice could be beneficial during the next follow up visit at that physician’s office.

Caregiver/Staffing not available

How many patients have not been able to be taken under service due to not having staffing? What areas are they coming from? Monitoring the non-admits will provide data to determine if additional staffing is needed for certain branches/regions and how many patients have been turned away.