Homepage Fill Out a Valid Alabama Medicaid Referral Form
Navigation

The Alabama Medicaid Referral Form, known as Form 362, serves as a crucial document in the healthcare process for Medicaid recipients in Alabama. This form captures essential information that facilitates the referral of patients from their primary care physicians to specialists or other healthcare providers. It includes sections for the recipient's details, such as name, Medicaid number, and contact information, ensuring that the right patient receives the necessary care. Additionally, the form requires input from the primary physician, including their name, signature, and provider information, which is vital for validating the referral. Various types of referrals can be indicated, whether for patients in the Patient 1st program, those requiring EPSDT screenings, or individuals needing case management services. Importantly, the form also specifies the duration of the referral, outlining how long the patient can expect to receive care, and whether the consultant is authorized to evaluate, treat, or refer the patient to another provider. Furthermore, the form emphasizes the importance of communication between the consultant and the primary physician, detailing how findings should be submitted. With clear instructions and structured sections, the Alabama Medicaid Referral Form aims to streamline the referral process, ensuring that patients receive timely and appropriate medical attention.

Misconceptions

  • Misconception 1: The Alabama Medicaid Referral Form is only for patients in the Patient 1st program.
  • This is incorrect. While the form is used frequently for Patient 1st recipients, it is also applicable for other patients, including those referred for EPSDT screenings and case management services.

  • Misconception 2: A stamped signature is acceptable on the referral form.
  • In fact, the form requires an original signature from the primary care physician or their designee. Stamped or copied signatures will not be accepted, ensuring authenticity in the referral process.

  • Misconception 3: The referral is valid indefinitely once submitted.
  • This is not true. The form must specify the length of the referral, indicating the number of visits or the duration for which it is valid. Without this information, the referral may not be considered valid.

  • Misconception 4: Only the primary physician can submit the referral.
  • While the primary physician initiates the referral, a screening provider can also complete and sign the form if the referral is a result of an EPSDT screening.

  • Misconception 5: The referral form does not require any additional information beyond patient details.
  • This is misleading. The form requires comprehensive information, including the type of referral, reason for referral, and any other conditions diagnosed by the primary physician.

  • Misconception 6: Consultants do not need to report findings back to the primary physician.
  • On the contrary, the consultant is obligated to submit findings to the primary physician. This ensures continuity of care and keeps the primary physician informed about the patient's status.

  • Misconception 7: The referral form is only for outpatient services.
  • This is a misunderstanding. The referral can also be used for hospital care, outpatient services, and various treatment options as indicated on the form.

Example - Alabama Medicaid Referral Form

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

Similar forms

The Alabama Medicaid Referral form shares similarities with the Health Insurance Portability and Accountability Act (HIPAA) authorization form. Both documents require the collection of personal health information, ensuring that patients' data is handled with confidentiality. The HIPAA authorization form allows patients to specify who can access their health information, while the Alabama Medicaid Referral form gathers necessary patient details for healthcare providers to facilitate referrals. Both forms emphasize the importance of patient consent and the secure transfer of medical information between providers.

Another document akin to the Alabama Medicaid Referral form is the Patient Referral Form used in various healthcare settings. This form typically includes patient demographics, referring physician information, and the reason for the referral. Like the Alabama Medicaid Referral form, it serves to streamline communication between healthcare providers, ensuring that the receiving specialist has all pertinent information to provide appropriate care. Both documents help in coordinating patient care and maintaining accurate records of referrals.

The Authorization for Release of Medical Records form also resembles the Alabama Medicaid Referral form in its function of facilitating the sharing of patient information. This document allows patients to authorize the release of their medical records to specific individuals or entities. Similar to the referral form, it requires detailed patient information and signatures to ensure compliance with privacy regulations. Both forms aim to protect patient privacy while allowing necessary information to flow between healthcare providers.

For those needing to document a transaction, a convenient option is a fillable user-friendly bill of sale form that simplifies the process of recording the transfer of ownership of personal property between buyers and sellers.

The Continuity of Care Document (CCD) is another similar document, designed to provide a comprehensive summary of a patient's health information during transitions between healthcare settings. Like the Alabama Medicaid Referral form, the CCD includes patient demographics, medical history, and care plans. Both documents are essential for ensuring that healthcare providers have access to relevant patient information, which is critical for effective treatment and care continuity.

The Treatment Authorization Request (TAR) form used by some Medicaid programs shares similarities with the Alabama Medicaid Referral form in that it requires detailed information about the patient and the requested services. Both forms are utilized to obtain approval for specific medical services, ensuring that providers have the necessary documentation to justify the need for treatment. They both play a crucial role in the healthcare reimbursement process.

The Pre-Authorization Request form is another document that aligns with the Alabama Medicaid Referral form. This form is often required by insurance companies to approve specific medical procedures or services before they are provided. Both forms necessitate the submission of patient information and details regarding the treatment being requested. They serve to ensure that the medical necessity is established before the service is rendered, streamlining the approval process for healthcare providers.

The Clinical Assessment form used in various medical practices is similar in purpose to the Alabama Medicaid Referral form. This document typically collects comprehensive patient information, including medical history and current health status. Both forms aim to facilitate communication between healthcare providers, ensuring that they have the necessary background to make informed decisions regarding patient care. They are essential tools for effective clinical management.

Finally, the Case Management Referral form is akin to the Alabama Medicaid Referral form in its focus on coordinating care for patients with complex health needs. This form collects information about the patient's condition and the services required. Like the referral form, it emphasizes the importance of collaboration among healthcare providers to ensure that patients receive comprehensive and coordinated care tailored to their specific needs.

Common mistakes

Completing the Alabama Medicaid Referral form can be a straightforward process, but mistakes often occur that can delay or complicate care. One common mistake is failing to provide accurate recipient information. It is crucial to ensure that the patient's name, Medicaid number, date of birth, and contact details are correct. Inaccurate information can lead to issues with processing the referral and may result in delays in receiving necessary services.

Another frequent error is neglecting to include the primary physician’s information completely. The form requires the printed, typed, or stamped name of the primary care physician along with their original signature. Some individuals mistakenly use a stamped or copied signature, which is not accepted. This oversight can cause the referral to be rejected, requiring additional time to correct the issue.

Many people also overlook the importance of specifying the type of referral. The form includes several options, such as Patient 1st, EPSDT, and case management. Failing to select the appropriate type can lead to confusion about the intended purpose of the referral, potentially impacting the patient's access to the right care.

Another mistake involves not indicating the length of the referral. It is essential to specify how long the referral is valid, whether by the number of visits or duration in months. Without this information, the referral may be deemed invalid, resulting in the patient needing to start the process again.

Additionally, the reason for referral section is often inadequately completed. It is vital to provide a clear and concise explanation of why the patient is being referred. A vague or incomplete reason can lead to misunderstandings between the primary physician and the consultant, potentially delaying treatment.

Finally, many individuals forget to provide consultant information fully. This includes the consultant’s name, address, and contact number. Incomplete consultant details can hinder communication and follow-up, which are critical for effective patient care. Ensuring that all required fields are filled out accurately will facilitate a smoother referral process.