Considerations for Caseworker and Provider Collaboration
Review these considerations to help you collaborate effectively with providers to
deliver services to constituents in Public Sector (formerly Public Sector Solutions).
Don’t manually reassign a referral that has been authorized for a provider. The related
benefit assignment and account, which are shared with the originally authorized provider, aren’t
updated with the new provider’s related records.
To change an authorized provider for a
constituent, start a new provider referral guided flow for the new provider. See Provider Referral Guided Flow. Alternatively, manually
create another benefit assignment and share it with the new provider.
Don’t share the benefit assignment in Referral Outbound Source in a referral with multiple
providers. If you do, the related benefit disbursements become visible to those providers.
Only users with the Provider Management Access permission set have read-write access to the
Approval Status field in a benefit schedule, so only caseworkers or internal users can approve a
benefit schedule. Other users have read-only permission to Approval Status.
Before authorizing a referral, make sure that you identify a primary representative for every
provider, and specify their contact or healthcare provider lookup in the Provider field of the
referral. If you specify a healthcare provider, make sure that the Practitioner field on the
provider contains a contact who is enabled as a partner user.
Ask your admin to configure in-app notifications for providers. For example, ask your admin
to create a flow that sends notifications when their referral requests are authorized, or when
their benefit schedules are approved.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
