Referral, payer, and payroll workflows

Organizations using referral workflows can offer medical providers and payers their own role-based portals into the platform, alongside payroll review for administrators.

Medical provider workflow

1. Open Submit Referral.
2. Enter the referral, patient, service, and scheduling information.
3. Submit the referral.
4. Use My Referrals to monitor progress.
5. Record arrival information in Arrival Confirmations when the patient arrives.

Payer workflow

1. Review Pending Referrals.
2. Use Authorizations to approve, request information, or manage authorization status.
3. Review Verification Review items.
4. Investigate Fraud Alerts according to payer policy and document the disposition.

Payroll

Authorized owners and administrators can use Payroll to review driver-related compensation information and operational records. Confirm the applicable pay rules, mileage, completed-trip status, adjustments, and export or synchronization results before finalizing payroll.

Payroll should be reviewed against completed trip documentation, not only scheduled mileage. Resolve missing signatures, incomplete reasons for visit, incorrect odometer entries, and duplicate round-trip documents before final approval.