eRequest to ATC Integration

Managing eRequests in Novari ATC

Adding patient to ATC waitlist

1.  In Provider’s Office, navigate to your dashboard and select “Unlisted Case Inbox” in Task List.

2.  Select Add beside the patient you need to add to your wait list

3. Search for the patient. Confirm the correct patient was found and select OK

4. On the Add Case page, enter the required fields. Some fields will pre-populate from data collected on the referral. (Diagnosis Category, Referral Type, Referral Source, Referring Physician, Date of Referral, Date of Consult, DARCs and Attachments)

5. Once all necessary fields are filled in, select Submit.

6. This next box will appear (if adding to pooled list that box will appear), which pulls across the Reference number from eRequest.

7. Select Submit to add the patient to the wait list.

eRequest Steps (performed by the eRequest administrator)

Make sure the provider is setup with the correct receiving types. eg. Hip & Knee Specialist would be the correct choice in this screenshot

Under the Location, select the ATC tab and enable ATC

Copy the Person Id from the URL and save this so you can enter it into Novari ATC

In order for physician to show in the Send to ATC outside of the appointment component, the physician person record needs to be associated to the hospital location with receiving type for the hospital selected under permissions.

Novari ATC Steps (performed by the Novari ATC administrator)

• Navigate to the provider you need to add mappings for in Metadata Management Tool (Administrator --> Application Settings --> Metadata Management Tool --> Provider --> Select the appropriate provider)

• Add the Person Id from above to the eRequest Mapping field and select Update