EVV - Adding a Referral/New Patient

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EVV - Adding a Referral/New Patient


            Adding a Doctor to Barnestorm- YouTube

Watch the video for complete details. 

1. Go to Referrals from the main menu and click on the Start a New Referral button. 
    The Click for Next Chart # field will become active. Note that all Barnestorm chart numbers are 6 digits. You can either:
     • Enter the first three digits of the chart sequence you are currently using; or
     • Leave this field blank; or
     • Key in the six-digit chart that has not been used
2. [Skip this step if you keyed in the six-digit number] Click on Next Chart # button. The system will pick up the next available chart number. 
3. If the number is acceptable then click on Accept Chart#.  The referral screen will become active.



The following will cover the required pieces of information for each tab of the Referral screen. Be sure they are keyed in correctly to prevent rejections of EVV records.
Start tabPatients correct spelling of the name o address o patient’s phone or cell number, area code included - be sure to use the correct phone that will be used for telephony o date of birth o social security number o gender o race 
     • Making sure only valid data is keyed will help when it’s time to send patient/visit data to the aggregator. 
     • Do not include additional information into the patient’s name or address.  
     • The address has a max of 30 characters. 
     • Always key in the area code with ALL phone numbers, including Contacts. Do not use parenthesis around the area code. Do not add a 1 in front of the phone number. 
Referral Information: Add the patients admit date and change Patient Status to Active.  The admit date is the date the agency started or will start services with the patient. Change Admit Type to Admitted.
Payers: Select the Payer 1 row.  Enter the program and payer code (or search by name).  Enter the patient’s Medicaid or payer subscriber number into the HIC# field. Healthy Blue patients will have a subscriber ID, that will go into the HIC# field. 
     • Be sure to use the Medicaid number that starts with a 9.  The Aggregator will not accept the patient/visit if the old Medicaid number is used. Click on Save Payer (important step).
     • Do not use dashes in the HIC# field with the Medicaid number. This will cause EVV Visits to reject from the aggregator.
Dr+Pharmacy: Add the Primary Physician by entering the code or search by name.
Employees: Add the office case manager and assigned aide to list of employees. You can search by name or enter the four-digit code.  The employee listed at #1 will be assigned as the patient's case manager/care coordinator.
Click on Save All Patient Data before exiting the referral.

Other Tips: 


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Last Modified:Tuesday, January 23, 2024

Last Modified By: farrah@barnestorm.com

Type: INFO

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