How can I reactivate a patient's account or referral for a sleep study?
Reactivating a patient's account or referral for a sleep study is a straightforward process. Follow these steps to ensure everything is set up correctly:
- Log into your SleepTestCRM account.
- Go to the "Drafts" tab.
- Find the patient's referral. Use the search function if needed.
Important Note: Practices can independently reactivate an old patient test if the patient referral is NOT over 6 months old. If the referral is older than 6 months, you’ll have to contact support to reactivate the patient.
- Confirm and update insurance details, patient contact information, and any missing medical history.
- Once everything is updated and complete, click Submit Now to finalize the reactivation of the referral.
If you encounter any issues during this process, you can take the following steps:
- Double-check that all folders are completed and marked green in the system.
- Verify that the patient’s contact information and insurance details are correct and up to date.
- If the issue persists, use the Support tab in SleepTestCRM to submit a message. Select the patient in question and describe the issue you are facing.
Once submitted, the referral is officially reactivated and will continue through the normal processing workflow.