How can I manage a patient's status regarding sleep test participation?

Managing a patient's status regarding their participation in a sleep test with SleepTest.com involves several steps. Below is a comprehensive guide to help you navigate the process effectively.

Steps to Manage Patient's Status

1. Access SleepTestCRM: Log in to the SleepTestCRM platform, where you can manage all patient referrals and statuses.
2. Check Referral Status: Navigate to the 'Drafts,' 'In Process,' or 'Completed' tabs to find the patient's current status.
   1. Drafts: Referrals that need completion or updating.
   2. In Process: Referrals, including insurance checks and device shipping, are being processed.
   3. Completed: Referrals where the test and post-test consultations are finished.
3. Update Patient Information: If any changes in the patient's information, such as insurance or contact details, update them in the CRM. If the referral is still in Draft, edit the insurance folder directly.
4. Submit or Reactivate Referrals:
   1. Submitting a Referral: Complete all necessary information in the referral and click 'Submit Now' once all sections are green.
   2. Reactivating Old Referrals: For referrals older than 6 months, update necessary details and submit again.
5. Encourage Portal Activation: Ensure patients activate their scheduling and insurance verification portal. This is crucial for the progression of their sleep test.

If you encounter issues managing a patient's status, use the CRM Support Tab: Click “Ask Question,” select the patient, and submit your query.