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The IDX Web Referrals Manual is a crucial tool for managing referrals within the Yale Medical Group. This guide provides a clear, step-by-step process for users to efficiently fill out the necessary forms online, ensuring accurate tracking and management of patient referrals.

Follow the steps to successfully complete the IDX Web Referrals Manual.

1. Click the ‘Get Form’ button to access the IDX Web Referrals Manual online.
2. Begin by familiarizing yourself with the main sections of the form, including the introduction and objectives. This will help you understand the purpose of each module.
3. Follow the Module 1 instructions to log into the IDX system using your unique username and password.
4. Proceed to Module 2, where you will need to add or edit referrals. Click on 'Referrals' in the vertical toolbar, then 'Add/Edit Referral' in the horizontal toolbar.
5. Fill out the required fields in the referral form, including patient details, referral type, and relevant dates. Enter information as needed, ensuring all fields marked in yellow are completed.
6. For any duplicate referral prompts, evaluate existing referrals and choose to either reject or accept the duplicate based on the data provided.
7. Once you have entered and reviewed all referral information, click 'OK' to file the referral and generate a referral number.
8. If necessary, access the prior authorization features to complete any additional required fields related to prior authorizations.
9. Include any comments by navigating to the Referral Comments screen, entering your comments and date-stamping them as needed.
10. After completing all sections, make sure to save your changes. You can then choose to download, print, or share the completed referral form as required.

Start filling out the IDX Web Referrals Manual online today to streamline your referral management process.