Intaking a Patient into a Facility or Program

You must add each patient seeking admittance to a facility or program as an applicant, and then approve and process the patient's application. You then admit the patient to the facility as a new resident. 

If space is not available in the facility or program, you can add potential residents to a wait list. You can also transfer patients from a different treatment facility into your facility.

If you plan to submit UB-04 claims for inpatient services provided to a patient, run the UB-04 preprocessing task to enable billing. For more information, see Run the UB-04 Prepocessing Task for Inpatient Clients.

This topic contains the following sections:

Update the Wait List

After you process an application, you can add the applicant to the wait list.

1. Click the Applicant tab.
2. Click Wait List in the left hand navigation bar.
3. To update an applicant, click the name of the applicant that you want to update.
4. Update the information that you want to change, such as Approval Date, Move-in Date, or Move-in Facility.
5. Click Update.

Transfer a Resident 

Use the Transfer Resident function to transfer an applicant from another facility into your facility. When you transfer the resident, the resident is automatically admitted into your facility, and is discharged from the previous facility. 

1. Click the Applicants tab.
2. Click Wait List in the left hand navigation bar, and then click Transfer Resident.
3. Click the drop-down arrow to filter the lists by open or closed requests.
4. Select the check box next to the resident you want to transfer.
5. Click Transfer Resident(s).