Knowledge Base
Auth Manager
How to use Auth ManagerGrievance Log
How to use Grievance LogReferral Tracker
How to use Referral TrackerRisk Reporter
How to use Risk ReporterSettings
SNF Metrics SettingsTechnical Setup & Integrations
Software onboarding
Recent Articles
Single Sign-On with SNF Metrics
SNF Metrics allows single sign-on (SSO) with Microsoft Entra. Setting Up Single Sign-on Go to Setting>SSO. (Users can be given access to the SSO settings page under their user permissions.) This page displays all email domains currently in use within ...High Cost Medications
This article explains how medications are identified and flagged as high-cost in the referral process. Where are the Medications Pulled From? Documents: All documents associated with a referral are analyzed by AI to detect medications. These ...Referral Calculator
The Referral Calculator is a feature available on every referral. It provides an estimated profit margin for each facility on the referral by calculating the expenses and subtracting them from the revenue. This tool provides insight into potential ...PointClickCare Integration Setup
Log into PointClickCare. Go to Enterprise Management Console. Under the "Home" tab, click on "Manage Integrations". Click on "Activation Request". Under "Applications" search for "Referral Tracker". Complete the form and "submit". Notify SNF Metrics ...Post a Referral to PCC
When to Post to PCC Once it has been decided that a referral will be admitted to a facility, you should post the referral to PCC. This action creates a pending patient in PCC and includes basic demographic information. How to Post a Referral to PCC ...
Popular Articles
Risk Reporter Permissions
In order for users to maximize the Risk Reporter App, it is important to understand the permissions that need to be granted to the different Roles or individual users that work with the Risk Reporter App. See Roles Settings and User Settings and ...View your Risk Reporter Incident List
View all your incidents on the Risk Reporter incident list. On the Home page, select the Risk Reporter App, or click on the menu button on the top header and select Risk Reporter from the main menu. Filter by Facility, Date Range and Status. You can ...How to Add a Referral
Where do referrals come from? Referrals enter our system in 1 of 3 ways: automatically, from a New Doc, or manually. Auto Created Referrals Any referral that is sent from the hospital via Allscripts, Navi Health or Aidin, will come get created ...Custodial Auth Process
How to Request a New Custodial Auth In AR Tracking there is a "Request Custodial Auth" button under the Authorizations tab. This button will only appear when both: Payor source is Insurance Payor type is Managed MCD Custodial or MLTSS Select the ...Delete an attachment from a Risk Reporter Incident
The status of the incident will determine if you can delete an attachment. When the status is "Submitted," the user needs to have the permission to "Edit submitted incident report" to delete the attachment. Status is "Closed," you can't delete the ...