Clinical Consultations
Community Referrals
Navigating the Patient Profile
- How do I invite a patient into the platform?
- How do I add a patient Intervention?
- How do I track patient encounters?
- How do I track admissions and discharges for a patient?
- How can I schedule an appointment for a patient?
- How can I upload an image or file to a patient Profile?
Community Coordinations
- How do I remove a patient from Chronic Care Management?
- How do I suspend a patient from a program, i.e. CCM, temporarily?
- How do I archive a Community Coordination?
- How do a create a PDF of a Community Coordination to print or upload into an EMR?
- How do I add a community resource to an existing Community Coordination?
- Can I communicate with more than one Community Resource/family member at the same time in a Community Coordination?
Referrals
- How do I reassign a Clinical Referral to another provider?
- How do I download a Clincial Referral?
- How do I conclude a Clinical Referral?
- How do I attach a document or image to a Clinical Referral?
- How do I add a patient's appointment to a Clinical Referral?
- How do I comment on a Note in a Clinical Referral?
Popular
- How do I add insurance information for a minor covered by a guardian's insurance?
- How can I see my upcoming Planned Encounters?
- Chronic Care Management Best Practices
- How do I change a patient's demographics?
- How do I request support from CrossTx Client Services?
- How can I find a patient?