Add service and medical equipment needs to an existing case

To begin a referral for a selected patient, you must select the patient's needs to search for providers of services and/or medical equipment. Once it's complete, you can filter the results of your search to narrow it down to providers that are the best matches for a referral.

3. Click Manage.
4. Click add needs in the bottom right to open the Add Patient Need view.

Adding service needs

Video: Add needs

 Indicates that a provider search was run at least once already for the need. If you search more than once for a need, providers who are already added to the case can't be selected. (See Filtering the referrals to show providers with an Inactive status.)

1. Click to check one or more options in the  Add Patient Need list: Home Health Agency, Home Infusion, Hospice At Home, Inpatient Hospice, Long Term Acute Care, Medical Equipment, Rehabilitation Hospital, Skilled Nursing Facility.
2. Clicking  Medical Equipment displays a list of equipment if any has already been added to the case.

• You can add or remove items on the Medical Equipment list and then search at the same time you look for service providers: see Adding, editing, or removing medical equipment items, next.
• Any item that is checked  is included in the search.

3. Once service providers and medical equipment are all checked off , click search provider.

Adding, editing, or removing medical equipment items from needs

You can add or remove items on the Medical Equipment list and then search at the same time you look for service providers.

1. Click Medical Equipment.
2. Type the name of the medical equipment item needed.
3. If available, type to add information: type of item, description, and comments. For long comments, click and drag the bottom-right corner of the field to make it easier for you to view.
4. Click add item. The new item is checked automatically  to be included in the search.

• To change the name, type, description, or comments for any item in the list, click edit on the right side of its row, update the text as needed, and click add item.
• To remove a medical equipment item out of the search, click to uncheck  its box.

5. Once service providers and medical equipment are all selected, click search provider.

See next

• Selecting providers for a patient need - filtering provider search results by languages spoken on site, services offered, referral method, CMS rating, location, payers accepted, and relationship to Mass General Brigham; selecting providers; saving a draft referral; sending one or more referrals.

See also