Page 212 - Business Development Orientation Binder

WORLDVIEW

Fax Coordinator/Central Intake Associate
6.22.18

3a) Indexing a New Referral:

 The process for starting a new referral
in HCHB by indexing referral
documents;
 The Indexing Panel opens
automatically when using Hyland print
driver.

 Complete indexing panel as shown;
tab between fields to allow for auto‐
populating. Red Keywords are
required.
 Branch = COR

 Patient information needed:
i. Name
ii. Date of Birth
iii. Gender

 Correct Keyword errors by first
clicking the Clear Keywords arrow.
 Click Upload  new referral shell is
created in HCHB and the documents
are attached.

3b) Indexing Additional Referral
Documents:
 The process for attaching other
documents to an existing patient in
HomeCare HomeBase.
 Select the Document and EP

Document Types shown in the table
that follows. TO COME
 EP Client Name = Patient LASTNAME,
FIRSTNAME + tab  WorldView will
find patient and present a list if there
are more than one.

 Select patient and tab to allow WV to
auto‐populate indexing fields.