Uploading Referrals

Michigan Referral Uploads

1. Upload the referral form.  Make sure the following information is added.
   1. Account – if not listed, default to Michigan – Walk In
   2. Program -  If not listed default to either Probation, General or JAMS Walk-In
   3. First Name
   4. Last Name
   5. DOB – If not listed, set as today’s date
   6. Gender – If not listed, guess based off the name
   7. Ethnicity – Check unknown (they never list this)
   8. PID2 – If case number is listed
   9. Frequency – If not listed, set as Manual (when confirming this is uploaded, let them know if it set as Manual as no frequency was listed)
      1. See Notes below if there are multiple frequencies
   10. Panel – If not listed, leave as is as default profile (when confirming this is uploaded, let them know if it set to the default profile)
       1. Set Notes below if there are multiple panels and NO panel to match
   11. Case Manager – If a name is listed that already has access
   12. Click Save at the bottom of the Page 
   13. Collection Notes (Testing Tab) – If no attachment is sent. Date and copy all information sent over about referral
   14. Set Collection Location (Testing Tab) – If not listed, leave as is
   15. Attach Referral to Paper Clip – Date populates when you attach

Multiple Frequencies

1. If you see more than one frequency listed, set as the highest frequency
   1. Example – 1 x week Drug and 1 x month EtG, set frequency to 1 x week

Multiple Panels

1. Check the Panel Group to see if there is a panel that matches the frequency requests of the panel listed.
   1. Example – If 1 x week Drug and 1 x month EtG is listed and there is a Panel group listed as 1x Week Drug/1 x Month Etg then we can use that panel group
2. If testing requests do not have a panel group that matches, then complete the following steps
   1. Go to Testing Tab
   2. Under Custom Panels, click on the …
   3. Click Add Custom Panel
      1. Select Panel Template – Find appropriate panel
      2. Set Expiration Type to None
      3. Save
      4. Under Order Frequency set to appropriate frequency in relation to the frequency group.
         1. Example – If Frequency Group is 1 x week and the testing is 1 x week Drug and 1 x month EtG, Drug Test can be left as Every Order BUT EtG should need to be switched to Set Number(Order Frequency) -> Monthly (Interval) -> 1 (# of orders)
3. Click Save at the Bottom of the Page

Other

1. Contingencies – Make a note and put it in collection notes
   1. In reply, let the know what you noted
2. Items of note – Make a note in the collection notes
3. Start dates more than a week out – Create a scheduling exception with todays date up until the day before the start date.  The note can say Start Date
4. If already testing for another account – Make sure that the higher of the frequencies is setup and give access to the requester by making them a case manager
   1. Make a note in collection notes stating “Collection for courts 1 and 2”

Panel Codes

1. PBT and BAC – Same Thing
2. Drug – Urine # Panel
3. Drug + EtG may also be listed under the following
   1. Urine 10 Panel
   2. HO2 12 Panel
4. Onsite Panel – POC Testing