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© 2018 | Payoda - Confidential
1
Why is
HealthViewX The Next-generation
Software In
Patient Referral Management
www.healthviewx.com
Learn how a patient referral software can help
© 2018 | Payoda - Confidential
When patients need advanced treatment or additional diagnosis that is not
available within the practice, physicians refer them to a specialist/imaging
center.
What is Patient Referral Management?
The process of managing all the patient referrals that are received or sent is called
patient referral management.
It is a laborious process for FQHCs who refer patients to other specialists or imaging
centers.
© 2018 | Payoda - Confidential
One of our established clients based out of California is an FQHC who faced the
following challenges in their patient referral network.
Challenges faced by FQHCs
© 2018 | Payoda - Confidential
No single system for Referral Coordinators
1
The PCPs can create referrals on their EMRs. However, the referrals
coordinators have to extract the referral lists that have been tasked on to
their workgroup.
They must manually pull down respective documents from patient chart to
get the referral packet ready for Insurance pre-authorization. Then the
referral coordinators must manually bundle the referrals & send those to the
insurance company via fax.
Post receipt of pre-auth acceptance, they have to manually track the rest of
the activities. They have to communicate & coordinate with the specialist
and patient, etc. thus driving the referral to closure.
© 2018 | Payoda - Confidential
No single system for Referral Coordinators
1
In this workflow-intense process, the referral coordinators must hop through
multiple systems like EMR, eFax, and spreadsheets etc.
There is no system for the Referral coordinators to maintain and track the
further status of the referral through the rest of its life cycle.
© 2018 | Payoda - Confidential
Cumbersome Insurance Pre-Authorization
2
Our FQHC client sends about 600+ authorization requests/day to 15+
different payers. Every authorization or referral packet has 14 plus pages.
Some payers have their own physical forms that have to be manually filled
in. These forms must be attached to the rest of the patient documents pulled
from the EMR manually.
Some payers have online portals for the above process. Considering the
volume of authorization requests sent every day, it is not advisable to rely on
a fully manual function.
It makes the process cumbersome and prone to errors.
© 2018 | Payoda - Confidential
Specialist & Patient Referral Communication
3
From their EMR, referral order letters go to the patient. But the EMR has
issues with its patient referral order template.
Hence the referral coordinators have to manually design the template using
MS Word and send it out.
Specialist cover letters and reminder notifications in the EMR do not meet
the requirements of the referral coordinators.
They wish to customize and automate it.
© 2018 | Payoda - Confidential
Referral loop closure
4
Following up with the Specialists, receiving the reports back from the
Specialists, and attaching it back against the patient chart in the EMR are
completely manual and time-consuming.
Relying on only fax & phone based communication for the same makes it
cumbersome to manage as it has no effective means for tracking.
© 2018 | Payoda - Confidential
Meeting Meaningful Use (MU) requirements
with the EMR Share feature5
Though the EMR SHARE’s main purpose was to help providers meet the MU
requirements.
Though the FQHC already has the technology to meet the MU requirements,
the issue is on the specialists’ side.
In order to meet MU, the FQHC has to get the specialists to enroll on a direct
message service so that they can use SHARE to transfer all orders.
Hence the EMR SHARE is not helping them meet the MU requirements.
© 2018 | Payoda - Confidential
HealthViewX is the Next-Generation Patient
Referral Management Solution. Learn how?
© 2018 | Payoda - Confidential
End-to-end referral lifecycle management
with bidirectional EMR/EHR Integration1
HealthViewX platform supports dynamic forms, workflows, task lists,
reports, data visualization and has great integration capabilities.
It has also helped them in configuring all other referral coordinator
workflows and tasks with maximum automation.
It has enabled our FQHC client to automatically pull referral orders from their
EMR in real-time.
Thus our platform has helped them achieve an efficient end-to-end referral
management system.
© 2018 | Payoda - Confidential
Payer-specific prior authorization process
automation2
HealthViewX platform has a payer management module that maintains and
manages
 different payer details
 their modes of prior authorization
 direct authorization procedures
 payer forms
 online portal links
With this information already present, it provides the referral coordinator the
capability to automate
 prior authorization submission
 status checks coupled
 fax integration
© 2018 | Payoda - Confidential
Automated Specialist/Patient Notification &
Reminders with Customizable templates &
configurable channels of communication
3
Choose the relevant format and mode of delivery for Specialist / Patient
communication
HealthViewX – Template engine platform along with the communication
engine gives the flexibility to the referral coordinators to
Tie it along with the referral workflows by setting trigger rules and reminder
rules.
© 2018 | Payoda - Confidential
Secure Online referral portal for Specialists
with easy touch points via Fax /SMS/Email4
HealthViewX clearly understands the specialists’ referral preferences by,
 Multi-channel referral consolidation that brings all the referrals from every
possible source into a single queue.
 Detailed referral information through which that the Specialist receives all
the necessary referral details.
 Ability to communicate back and forth (electronically or via fax) in a
simple and secure way.
These are few notable features of HealthViewX that have enabled referral
loop closure from the specialist side.
© 2018 | Payoda - Confidential
Free secure Specialist online accounts with
both sides integration capabilities to meet
Meaning Use requirements
5
HealthViewX solution provides free online accounts for such specialists.
As mentioned earlier, the problem with MU requirements was not, it was not
met by the specialists.
It was highly useful to our FQHC client as we supported seamless
integration between both ends. It helped the specialists meet the MU
requirements.
© 2018 | Payoda - Confidential
HealthViewX Patient Referral Management Solution
application is the next-generation software for patient
referral management.
To know more about HealthViewX solution schedule a demo
with us!
Our patient referral management experts will guide you
through our HIPAA compliant solution.
Email: marketing@healthviewx.com
Phone: +1 (214)-461-0242Contact us anytime.
How can we help?

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Why Is HealthViewX The Next-Generation Software In Patient Referral Management

  • 1. © 2018 | Payoda - Confidential 1 Why is HealthViewX The Next-generation Software In Patient Referral Management www.healthviewx.com Learn how a patient referral software can help
  • 2. © 2018 | Payoda - Confidential When patients need advanced treatment or additional diagnosis that is not available within the practice, physicians refer them to a specialist/imaging center. What is Patient Referral Management? The process of managing all the patient referrals that are received or sent is called patient referral management. It is a laborious process for FQHCs who refer patients to other specialists or imaging centers.
  • 3. © 2018 | Payoda - Confidential One of our established clients based out of California is an FQHC who faced the following challenges in their patient referral network. Challenges faced by FQHCs
  • 4. © 2018 | Payoda - Confidential No single system for Referral Coordinators 1 The PCPs can create referrals on their EMRs. However, the referrals coordinators have to extract the referral lists that have been tasked on to their workgroup. They must manually pull down respective documents from patient chart to get the referral packet ready for Insurance pre-authorization. Then the referral coordinators must manually bundle the referrals & send those to the insurance company via fax. Post receipt of pre-auth acceptance, they have to manually track the rest of the activities. They have to communicate & coordinate with the specialist and patient, etc. thus driving the referral to closure.
  • 5. © 2018 | Payoda - Confidential No single system for Referral Coordinators 1 In this workflow-intense process, the referral coordinators must hop through multiple systems like EMR, eFax, and spreadsheets etc. There is no system for the Referral coordinators to maintain and track the further status of the referral through the rest of its life cycle.
  • 6. © 2018 | Payoda - Confidential Cumbersome Insurance Pre-Authorization 2 Our FQHC client sends about 600+ authorization requests/day to 15+ different payers. Every authorization or referral packet has 14 plus pages. Some payers have their own physical forms that have to be manually filled in. These forms must be attached to the rest of the patient documents pulled from the EMR manually. Some payers have online portals for the above process. Considering the volume of authorization requests sent every day, it is not advisable to rely on a fully manual function. It makes the process cumbersome and prone to errors.
  • 7. © 2018 | Payoda - Confidential Specialist & Patient Referral Communication 3 From their EMR, referral order letters go to the patient. But the EMR has issues with its patient referral order template. Hence the referral coordinators have to manually design the template using MS Word and send it out. Specialist cover letters and reminder notifications in the EMR do not meet the requirements of the referral coordinators. They wish to customize and automate it.
  • 8. © 2018 | Payoda - Confidential Referral loop closure 4 Following up with the Specialists, receiving the reports back from the Specialists, and attaching it back against the patient chart in the EMR are completely manual and time-consuming. Relying on only fax & phone based communication for the same makes it cumbersome to manage as it has no effective means for tracking.
  • 9. © 2018 | Payoda - Confidential Meeting Meaningful Use (MU) requirements with the EMR Share feature5 Though the EMR SHARE’s main purpose was to help providers meet the MU requirements. Though the FQHC already has the technology to meet the MU requirements, the issue is on the specialists’ side. In order to meet MU, the FQHC has to get the specialists to enroll on a direct message service so that they can use SHARE to transfer all orders. Hence the EMR SHARE is not helping them meet the MU requirements.
  • 10. © 2018 | Payoda - Confidential HealthViewX is the Next-Generation Patient Referral Management Solution. Learn how?
  • 11. © 2018 | Payoda - Confidential End-to-end referral lifecycle management with bidirectional EMR/EHR Integration1 HealthViewX platform supports dynamic forms, workflows, task lists, reports, data visualization and has great integration capabilities. It has also helped them in configuring all other referral coordinator workflows and tasks with maximum automation. It has enabled our FQHC client to automatically pull referral orders from their EMR in real-time. Thus our platform has helped them achieve an efficient end-to-end referral management system.
  • 12. © 2018 | Payoda - Confidential Payer-specific prior authorization process automation2 HealthViewX platform has a payer management module that maintains and manages  different payer details  their modes of prior authorization  direct authorization procedures  payer forms  online portal links With this information already present, it provides the referral coordinator the capability to automate  prior authorization submission  status checks coupled  fax integration
  • 13. © 2018 | Payoda - Confidential Automated Specialist/Patient Notification & Reminders with Customizable templates & configurable channels of communication 3 Choose the relevant format and mode of delivery for Specialist / Patient communication HealthViewX – Template engine platform along with the communication engine gives the flexibility to the referral coordinators to Tie it along with the referral workflows by setting trigger rules and reminder rules.
  • 14. © 2018 | Payoda - Confidential Secure Online referral portal for Specialists with easy touch points via Fax /SMS/Email4 HealthViewX clearly understands the specialists’ referral preferences by,  Multi-channel referral consolidation that brings all the referrals from every possible source into a single queue.  Detailed referral information through which that the Specialist receives all the necessary referral details.  Ability to communicate back and forth (electronically or via fax) in a simple and secure way. These are few notable features of HealthViewX that have enabled referral loop closure from the specialist side.
  • 15. © 2018 | Payoda - Confidential Free secure Specialist online accounts with both sides integration capabilities to meet Meaning Use requirements 5 HealthViewX solution provides free online accounts for such specialists. As mentioned earlier, the problem with MU requirements was not, it was not met by the specialists. It was highly useful to our FQHC client as we supported seamless integration between both ends. It helped the specialists meet the MU requirements.
  • 16. © 2018 | Payoda - Confidential HealthViewX Patient Referral Management Solution application is the next-generation software for patient referral management. To know more about HealthViewX solution schedule a demo with us! Our patient referral management experts will guide you through our HIPAA compliant solution.
  • 17. Email: marketing@healthviewx.com Phone: +1 (214)-461-0242Contact us anytime. How can we help?