Free Alabama Medicaid Referral PDF Template

Free Alabama Medicaid Referral PDF Template

The Alabama Medicaid Referral Form (Form 362) is a document used to facilitate referrals for Medicaid recipients. It collects essential information about the patient, primary physician, and the reason for the referral. Proper completion of this form ensures that recipients receive appropriate medical care and that providers are reimbursed for their services.

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The Alabama Medicaid Referral Form, officially known as Form 362, is a critical document designed to facilitate the referral process for Medicaid recipients within the state. This form captures essential information such as the patient's name, Medicaid number, date of birth, and contact details, ensuring that accurate recipient identification is maintained. It also requires input from the primary physician, including their name and signature, which confirms their involvement in the referral process. The form delineates various types of referrals, including those for Patient 1st recipients, EPSDT screenings, and case management services. Each type of referral has specific instructions and implications for billing and service delivery. Additionally, the form mandates the length of the referral, specifying the number of visits or duration for which the referral is valid. It further categorizes the referral's purpose, whether for evaluation only, treatment, or cascading referrals to other specialists. The consultant’s information, including their name and contact details, is also required, along with instructions for how findings should be communicated back to the primary physician. Overall, the Alabama Medicaid Referral Form serves as a structured tool that streamlines the referral process, ensuring that Medicaid recipients receive timely and appropriate care while maintaining compliance with Medicaid regulations.

Alabama Medicaid Referral Preview

2/23/12

Instructions for Completing

The Alabama Medicaid Agency Referral Form (Form 362)

TODAY’S DATE: Date form completed

REFERRAL DATE: Date referral becomes effective

RECIPIENT INFORMATION:

Patient’s name, Medicaid number, date of birth, address, telephone number and parent’s/guardian’s name

PRIMARY PHYSICIAN:* Provide all PMP information. For hard copy referrals, the printed, typed, or stamped name of the primary care physicians with an original signature of the physician or designee is required. Stamped or copied signatures will not be accepted. For electronic referrals provider certification is made via standardized electronic signature protocol.

SCREENING PROVIDER:* Screening provider (if different from primary physician) must complete and sign if the referral is the result of an EPSDT screening.

*NPI INFORMATION: Provide NPI number. For billing purposes indicate Medicaid Provider number, if available.

TYPE OF REFERRAL:

Patient 1st - Referral to consultant for Patient 1st recipient only (See *Chapter 39 for Claim Filing Instructions).

EPSDT - Referral resulting from an EPSDT screening of a child not in the Patient 1st program - indicate screening date (See *Appendix A for Claim Filing Instructions).

Case Management/Care Coordination - Referral for case management services through Patient 1st

Care Coordinators (See *Chapter 39 for Claim Filing Instructions).

Lock-In - Referral for recipients on lock-in status who are locked in to one doctor and/or one pharmacy (See *Chapter 3 -3.3.2 for Claim Filing Instructions).

Patient 1st/EPSDT - Referral is a result of an EPSDT screening of a child who is in the Patient 1st program - indicate screening date (See *Appendix A for Claim Filing Instructions).

Other - For recipients who are not in Patient 1st program.

LENGTH OF REFERRAL: Indicate the number of visits/length of time for which the referral is valid.

Note: Must be completed for the referral to be valid.

REFERRAL VALID FOR:

Evaluation Only - Consultant will evaluate and provide findings to Primary Physician (PMP).

Evaluation and Treatment - Consultant can evaluate and treat for diagnosis listed on the referral.

Referral by Consultant to Other Provider For Identified Condition (Cascading Referral) - After evaluation, consultant may, using

Primary Physician’s (PMP) provider number, refer recipient to another specialist as indicated for the condition identified on the referral form.

Referral by Consultant To Other Provider For Additional Conditions Diagnosed By Consultant (Cascading Referral) - Consultant may refer recipient to another specialist for other diagnosed conditions without having to get an additional referral from

the Primary Physician (PMP).

Treatment Only - Consultant will treat for diagnosis listed on referral.

Hospital Care (Outpatient) - Consultant may provide care in an outpatient setting.

Performance of Interperiodic Screening (if necessary) - Consultant may perform an interperiodic screening if a condition was diagnosed that will require continued care or future follow-up visits.

REASON FOR REFERRAL BY PRIMARY PHYSICIAN (PMP):

Indicate the reason/condition the recipient is being referred.

OTHER CONDITIONS/DIAGNOSIS IDENTIFIED BY PRIMARY PHYSICIAN:

Indicate any condition present at the time of initial exam by PMP.

CONSULTANT INFORMATION: Consultant’s name, address and telephone number.

PLEASE SUBMIT FINDINGS TO PRIMARY PHYSICIAN BY: The Primary Physician (PMP) should indicate how he/she wants to be notified by the consultant of findings and/or treatment rendered.

*The Alabama Medicaid Provider Manual is available on the Alabama Medicaid website| at http://www.medicaid.alabama.gov/CONTENT/6.0_Providers/6.7_Manuals.aspx

2-23-12

 

 

 

 

ALABAMA MEDICAID REFERRAL FORM

 

 

Today’s Date _________________

 

 

 

 

 

 

 

 

 

 

 

 

PHI-CONFIDENTIAL

Date Referral Begins _________________

 

 

 

 

 

Important NPI Information

 

 

 

 

 

 

(If different from above)

MEDICAID RECIPIENT INFORMATION

See Instructions

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Recipient Name

 

 

 

 

Recipient #

 

 

 

Recipient DOB

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

Telephone # with Area Code

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Name of Parent/Guardian

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

PRIMARY PHYSICIAN (PMP) INFORMATION

 

 

 

 

SCREENING PROVIDER IF DIFFERENT FROM PRIMARY PHYSICIAN (PMP)

Name

 

 

 

 

 

 

 

Name

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

Address

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Telephone # with Area Code

 

 

 

 

 

Telephone # with Area Code

 

 

Fax # with Area Code

 

 

 

 

 

Fax # with Area Code

 

 

 

 

 

 

 

 

 

Email

 

 

 

 

 

 

 

 

Email

 

 

 

 

 

 

 

 

 

NPI #

 

 

 

 

 

 

 

 

NPI #

 

 

 

 

 

 

 

 

 

Medicaid Provider #

 

 

 

 

 

Medicaid Provider #

 

 

 

 

 

 

 

 

 

Signature

 

 

 

 

 

 

 

Signature

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

TYPE OF REFERRAL

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Patient 1st

 

 

 

 

 

 

 

Lock-in

 

 

 

 

 

 

 

 

EPSDT

Screening Date ______________________

 

 

 

 

Other

 

 

 

 

 

 

 

 

Case Management/Care Coordination

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

LENGTH OF REFERRAL

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Referral Valid for __________ month(s) or __________ visit(s) from date referral begins.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

REFERRAL VALID FOR

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Evaluation Only

 

 

 

 

Treatment Only

 

 

 

 

 

 

 

 

Evaluation and Treatment

 

 

 

 

Hospital Care (Outpatient)

Referral by consultant to other provider for identified

 

 

 

 

Performance of Interperiodic Screening (if necessary)

condition (cascading referral)

Referral by consultant to other provider for additional conditions diagnosed by consultant (EPSDT Only)

Reason for referral by PMP

Other conditions/diagnoses identified by PMP

CONSULTANT INFORMATION

Consultant Name

Address

Consultant Telephone # with Area Code

Note: Please submit written report of findings including the date of examination/service, diagnosis, and consultant signature to Primary Physician (PMP).

Findings should be submitted to Primary Physician (PMP) by

Mail

E-mail

Fax

In addition, please telephone

Form 362

Alabama Medicaid Agency

Rev. 2-23-12

www.medicaid.alabama.gov

Other PDF Templates

Similar forms

The Alabama Medicaid Referral Form is similar to the Health Insurance Portability and Accountability Act (HIPAA) Authorization Form. Both documents require patient information and consent for sharing medical data. While the Medicaid Referral Form focuses on directing patients to specialists for specific treatments, the HIPAA Authorization Form ensures that healthcare providers can share patient information legally. Both forms prioritize patient confidentiality and require signatures from the involved parties to validate the information provided.

Another document that shares similarities with the Alabama Medicaid Referral Form is the Patient Information Form. This form collects essential data about the patient, such as name, date of birth, and contact information. Like the Medicaid Referral Form, it emphasizes accurate record-keeping to facilitate effective healthcare delivery. Both documents are crucial in ensuring that healthcare providers have the necessary information to treat patients appropriately.

The Authorization for Release of Medical Records is also akin to the Alabama Medicaid Referral Form. This document allows patients to grant permission for their medical records to be shared with other healthcare providers. Both forms require clear identification of the patient and the purpose of sharing information. The focus remains on maintaining patient privacy while facilitating necessary medical consultations.

The Referral for Specialty Care Form serves a similar purpose to the Alabama Medicaid Referral Form. This document is used by primary care physicians to refer patients to specialists for further evaluation or treatment. Both forms capture essential details about the patient and the reasons for referral, ensuring that the specialist has the necessary context to provide appropriate care.

The Treatment Plan Form is another document that parallels the Alabama Medicaid Referral Form. Both forms outline the course of action for patient care. The Treatment Plan Form details the specific interventions and goals for the patient, while the Medicaid Referral Form indicates the need for specialist evaluation or treatment. Both documents are critical in coordinating comprehensive patient care.

The Case Management Referral Form is similar to the Alabama Medicaid Referral Form in that it facilitates patient navigation through the healthcare system. This form is used to connect patients with case managers who can assist them in accessing various services. Both forms emphasize the importance of proper documentation and communication between healthcare providers to ensure that patients receive the support they need.

The Emergency Medical Services (EMS) Patient Care Report bears similarities to the Alabama Medicaid Referral Form. Both documents collect vital patient information and details about the care provided. While the EMS report is used in emergency situations, the Medicaid Referral Form is utilized for planned referrals. Both emphasize the importance of accurate documentation for continuity of care.

The Consent for Treatment Form is another document that aligns with the Alabama Medicaid Referral Form. This form ensures that patients give their informed consent before receiving medical treatment. Both forms require patient signatures and highlight the importance of understanding the nature of the medical care being provided. They serve to protect both the patient’s rights and the healthcare provider’s responsibilities.

In discussing various healthcare forms, it's essential to understand the utility of the New York Bill of Sale form, which is a legal document that facilitates the transfer of ownership of personal property. This form mirrors the importance of accurate documentation seen in medical referral forms; just as the referral forms uphold patient care, the Bill of Sale from PDF Templates Online serves to confirm the legitimacy of property transactions and protect the interests of both buyers and sellers.

The Insurance Claim Form is also similar in function to the Alabama Medicaid Referral Form. Both documents require detailed patient information and the specifics of medical services rendered. While the Medicaid Referral Form is focused on facilitating referrals, the Insurance Claim Form is used to seek reimbursement for those services. Both are essential for ensuring that patients receive the care they need and that providers are compensated accordingly.

Finally, the Medical Necessity Form is akin to the Alabama Medicaid Referral Form in that it justifies the need for specific medical services. This document is often required by insurance companies to approve coverage for treatments. Both forms necessitate clear communication about the patient’s condition and the rationale for the referral or treatment, ensuring that patients receive appropriate care based on their medical needs.

Key takeaways

Filling out the Alabama Medicaid Referral form requires attention to detail and adherence to specific guidelines. Here are key takeaways to ensure proper completion and use of the form:

  • Accurate Dates: Always fill in the current date and the referral date, as both are critical for tracking the referral's validity.
  • Complete Recipient Information: Include the patient’s full name, Medicaid number, date of birth, address, phone number, and the name of the parent or guardian.
  • Primary Physician Details: The primary physician's name must be printed or typed, accompanied by an original signature. Stamped signatures are not acceptable.
  • Referral Type Selection: Clearly indicate the type of referral, such as Patient 1st or EPSDT, based on the patient's situation.
  • Length of Referral: Specify the number of visits or duration for which the referral is valid to avoid confusion later.
  • Consultant Information: Provide the consultant’s name, address, and phone number to ensure clear communication regarding the patient's care.
  • Submission of Findings: The consultant must submit findings to the primary physician in the preferred manner, whether by mail, email, or fax.

By following these guidelines, healthcare providers can facilitate a smooth referral process and ensure compliance with Alabama Medicaid requirements.

Listed Questions and Answers

  1. What is the purpose of the Alabama Medicaid Referral Form?

    The Alabama Medicaid Referral Form is designed to facilitate communication between primary care physicians and specialists. It allows primary care physicians to refer patients to specialists for further evaluation or treatment. This ensures that patients receive the appropriate care based on their medical needs.

  2. What information is required on the form?

    Essential information includes the patient's name, Medicaid number, date of birth, and contact details. Additionally, the primary physician's information must be provided, including their name, signature, and NPI number. If applicable, details about the screening provider and the type of referral must also be included.

  3. How do I complete the referral section?

    In the referral section, you must specify the type of referral, such as Patient 1st, EPSDT, or Case Management. Indicate the length of the referral by noting the number of visits or the duration in months. It is crucial to complete this section accurately to ensure the referral is valid.

  4. What are the different types of referrals available?

    • Patient 1st
    • EPSDT
    • Case Management/Care Coordination
    • Lock-In
    • Other

    Each type serves a specific purpose, such as referrals for children undergoing EPSDT screenings or for patients with lock-in status who are limited to specific providers.

  5. What does 'length of referral' mean?

    The 'length of referral' indicates how long the referral is valid. This can be specified in terms of the number of visits allowed or the duration in months. Completing this section is necessary for the referral to be recognized as valid by the Medicaid agency.

  6. How should the consultant communicate findings?

    The consultant must submit a written report of findings to the primary physician. This report should include the date of examination, diagnosis, and the consultant's signature. The primary physician can specify their preferred method of communication, such as mail, email, or fax.

  7. What happens if the referral is not completed correctly?

    If the referral form is not completed correctly, it may lead to delays in patient care or the rejection of the referral by the Medicaid agency. It is essential to ensure that all required fields are filled out accurately to avoid any complications.

  8. Where can I find additional resources or assistance?

    For further guidance, the Alabama Medicaid Provider Manual is available online at the Alabama Medicaid website. This manual provides comprehensive information about the referral process and other Medicaid-related topics.

  9. Is electronic submission of the form allowed?

    Yes, electronic referrals are permitted. Providers must use a standardized electronic signature protocol for certification. However, for hard copy referrals, an original signature is required, and stamped or copied signatures will not be accepted.

File Specifications

Fact Name Description
Form Title The Alabama Medicaid Referral Form is officially known as Form 362.
Effective Date This form was last revised on February 23, 2012.
Recipient Information Includes the patient's name, Medicaid number, date of birth, address, and contact details.
Primary Physician Requirements The primary physician must provide their information and sign the form. Stamped signatures are not acceptable.
Referral Types Various referral types include Patient 1st, EPSDT, and Case Management/Care Coordination.
Governing Law The Alabama Medicaid Referral Form is governed by the Alabama Medicaid Provider Manual.