TeleTracking EU

Release Notes - Referral IQ®

Referral IQ® - Help Content

Referral IQ® Now Reflects Transfer Updates

Joe Caffrey

Ashley Ware

Track patient flow and referrals to improve community care.

Referral IQ®

Welcome Email

External User Management

Referral

Info - Referral IQ®

Password Expiration

Unable to see or select Facilities under referrals.

My Current Facility Not Showing

Issues - Referral IQ®

This article will walk you through the steps to add a target facility.

How to Add Target Facilities

This article will walk you through the steps to remove a target facility.

How to Remove Target Facilities

How to create a Medical Practice Account.

Adding Medical Practice Accounts (MPA)

Instructions for designating a facility as Referring for use in Community Access Portal submission form.

Designating a Facility as Referring

Clinicians that have an NPI number can be populated in this field.

Using NPI Search to Find a Physician

Want to delete referrals or cases in CAP.

Delete Referrals/Cases

This article will show you how to delete or deactivate medical practice accounts.

Deleting Medical Practices

Editing Medical Practice Accounts

Medical Practice User Account Creation

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Workflows - Referral IQ®

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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