Homepage Blank Alabama Medicaid Referral PDF Form
Article Guide

The Alabama Medicaid Referral Form, also known as Form 362, serves as a crucial tool for facilitating medical referrals within the Alabama Medicaid system. This form captures essential information to ensure that patients receive the appropriate care they need. It includes sections for the patient’s details, such as name, Medicaid number, date of birth, and contact information, as well as the primary physician's information, including their signature, which is mandatory for hard copy submissions. The form also allows for the identification of screening providers when referrals arise from EPSDT screenings. Various types of referrals are categorized on the form, ranging from Patient 1st referrals to case management services and lock-in status referrals. Each type has specific instructions and requirements, ensuring that the referral process is streamlined and effective. Additionally, the form requires details about the length of the referral, specifying the number of visits or duration for which the referral is valid. The consultant's information is also collected, including how they will communicate findings back to the primary physician. This structured approach not only facilitates better coordination of care but also helps in maintaining compliance with Medicaid guidelines.

Document 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

Form Specifications

Fact Name Description
Form Title The official name of the form is the Alabama Medicaid Agency Referral Form, also known as Form 362.
Governing Laws This form is governed by Alabama Medicaid regulations and policies outlined in the Alabama Medicaid Provider Manual.
Recipient Information Essential details such as the patient's name, Medicaid number, date of birth, address, and contact information must be provided.
Primary Physician Requirements The primary physician's information must be included, and an original signature is required for hard copy referrals.
Referral Types Multiple types of referrals exist, including Patient 1st, EPSDT, and Case Management, each serving different purposes.
Length of Referral The form requires an indication of the number of visits or duration for which the referral is valid.

Alabama Medicaid Referral: Usage Guidelines

Filling out the Alabama Medicaid Referral Form is an important step in ensuring that patients receive the necessary care. Once the form is completed, it will be submitted to the appropriate medical professionals for processing. This form requires specific information about the patient, the referring physician, and the nature of the referral. Follow the steps below to accurately complete the form.

  1. Enter Today's Date: Write the date when you are completing the form.
  2. Fill in the Referral Date: Indicate the date when the referral becomes effective.
  3. Provide Recipient Information: Include the patient's name, Medicaid number, date of birth, address, telephone number, and the name of the parent or guardian.
  4. Enter Primary Physician Information: Fill in the name, address, telephone number, and NPI number of the primary physician. Ensure that the primary physician's signature is included, as stamped or copied signatures will not be accepted.
  5. Complete Screening Provider Information: If the screening provider is different from the primary physician, provide their name, address, telephone number, fax number, email, and NPI number. Include their signature as well.
  6. Select the Type of Referral: Choose the appropriate option from the list, such as Patient 1st, EPSDT, Case Management, or Lock-In.
  7. Indicate Length of Referral: Specify the number of visits or the length of time for which the referral is valid.
  8. Choose Referral Valid For: Mark whether the referral is for evaluation only, treatment only, evaluation and treatment, hospital care, or other options as applicable.
  9. State the Reason for Referral: Provide the reason or condition for which the recipient is being referred by the primary physician.
  10. List Other Conditions: Note any other conditions or diagnoses identified by the primary physician during the initial exam.
  11. Fill in Consultant Information: Include the consultant's name, address, and telephone number.
  12. Indicate Submission Preferences: Specify how the primary physician would like to be notified of the consultant's findings (mail, email, fax, or telephone).

Your Questions, Answered

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 ensures that patients receive the necessary evaluations and treatments based on their medical needs. By using this form, healthcare providers can streamline the referral process, making it easier for patients to access specialized care.

What information is required to complete the referral form?

To complete the referral form, you will need to provide several key pieces of information. This includes the patient's name, Medicaid number, date of birth, and contact information. You must also include details about the primary physician, such as their name, signature, and NPI number. If applicable, information about the screening provider and the type of referral must be specified. Additionally, the form requires the reason for the referral and any other conditions identified by the primary physician.

How long is the referral valid?

The referral is valid for a specified length of time, which can be indicated in months or the number of visits. It is essential to complete this section for the referral to be considered valid. The healthcare provider must ensure that the duration aligns with the patient's needs and the nature of the referral.

What are the different types of referrals that can be made?

There are several types of referrals that can be indicated on the form. These include Patient 1st referrals, EPSDT referrals, case management or care coordination referrals, and lock-in referrals. Each type serves a specific purpose, such as referring a patient for specialized treatment or for evaluation only. Selecting the appropriate type helps ensure that the patient receives the right level of care.

How should findings from the consultant be communicated to the primary physician?

The consultant must submit their findings to the primary physician in a timely manner. The referral form allows the primary physician to specify their preferred method of communication, which can include mail, email, or fax. Clear communication of findings is crucial for ongoing patient care and treatment planning.

Common mistakes

  1. Incomplete Recipient Information: Failing to provide all necessary details about the patient, such as the name, Medicaid number, date of birth, address, and telephone number, can lead to delays or denials in processing the referral.

  2. Missing Primary Physician Signature: If the primary physician's signature is not included, or if a stamped or copied signature is used instead of an original, the referral will not be accepted. This is crucial for both hard copy and electronic submissions.

  3. Incorrect Type of Referral: Selecting the wrong type of referral can result in miscommunication. It is essential to choose the correct category, such as Patient 1st, EPSDT, or Case Management, to ensure appropriate processing.

  4. Omitting Length of Referral: Not indicating the number of visits or the duration for which the referral is valid can invalidate the referral. This information is critical for both the consultant and the primary physician.

  5. Inadequate Reason for Referral: Providing vague or incomplete reasons for the referral can hinder proper evaluation and treatment. Clearly stating the condition or reason is vital for the consultant's understanding.

  6. Consultant Information Errors: Failing to include accurate details for the consultant, such as their name, address, and telephone number, can lead to communication issues. This information is necessary for the primary physician to receive findings and treatment updates.

Documents used along the form

The Alabama Medicaid Referral form is a critical document used to facilitate patient referrals within the Medicaid system. Several other forms and documents often accompany this referral form to ensure comprehensive care and proper billing. Below is a list of these documents along with brief descriptions of each.

  • Medicaid Provider Manual: This manual contains detailed information regarding Medicaid policies, procedures, and guidelines. It serves as a resource for providers to understand billing practices, eligibility, and compliance requirements.
  • Patient Information Form: This form collects essential information about the patient, including demographics, insurance details, and medical history. It helps healthcare providers gather necessary data for effective treatment.
  • Authorization for Release of Information: This document allows healthcare providers to share patient information with other entities. It is essential for coordinating care and ensuring that all relevant parties have access to the necessary information.
  • EPSDT Screening Form: The Early and Periodic Screening, Diagnostic, and Treatment (EPSDT) form is used to document screenings for children enrolled in Medicaid. It outlines the services provided and any follow-up care needed.
  • Consultant Report: After a consultation, the consultant must provide a report detailing findings, diagnoses, and recommendations. This report is sent to the primary physician to ensure continuity of care.
  • Prior Authorization Request: This request is necessary for certain services that require pre-approval from Medicaid. It ensures that the proposed treatment is medically necessary and covered under the Medicaid plan.

These documents play a vital role in the Medicaid process, ensuring that patients receive the necessary care while maintaining compliance with Medicaid regulations. Properly completing and submitting these forms can streamline the referral process and improve patient outcomes.

Similar forms

The Alabama Medicaid Referral form shares similarities with several other important documents used in healthcare settings. Here are five documents that are comparable:

  • Referral Authorization Form: Like the Alabama Medicaid Referral form, this document outlines the patient's information, the referring physician's details, and the reason for the referral. It ensures that the necessary approvals are in place for a patient to receive specialized care.
  • Patient Transfer Form: This form is used when a patient is transferred from one healthcare provider to another. It includes patient information, medical history, and reasons for the transfer, similar to how the Alabama Medicaid Referral form captures essential patient details and referral reasons.
  • Consultation Request Form: This document is used by primary care physicians to request a consultation from a specialist. It includes information about the patient and the specific issues to be addressed, mirroring the structure and purpose of the Alabama Medicaid Referral form.
  • Authorization for Release of Medical Records: This form allows healthcare providers to share a patient’s medical records with other providers. It typically includes patient consent and details about the information being shared, much like how the referral form facilitates communication between physicians.
  • Insurance Pre-Authorization Form: This document is submitted to insurance companies to obtain approval for specific treatments or referrals. It requires patient and provider information and outlines the medical necessity of the referral, paralleling the Alabama Medicaid Referral form's focus on patient eligibility and referral justification.

Dos and Don'ts

Filling out the Alabama Medicaid Referral form can seem daunting, but with a clear understanding of what to do and what to avoid, you can streamline the process. Here are some essential guidelines to help you navigate the form effectively.

  • Do complete the form in full. Ensure all sections are filled out accurately to avoid delays.
  • Don't use stamped or copied signatures. An original signature from the primary physician is required.
  • Do provide the correct Medicaid recipient information, including their name, number, and date of birth.
  • Don't forget to indicate the reason for the referral clearly. This helps in ensuring the recipient receives the appropriate care.
  • Do specify the length of the referral, whether by visits or months. This is crucial for the referral to be valid.
  • Don't leave out the consultant's information. Include their name, address, and phone number for follow-up.
  • Do indicate the type of referral accurately. Select the appropriate option that reflects the situation.
  • Don't neglect to submit findings to the primary physician promptly. Indicate how you wish to receive these findings.
  • Do check for any additional conditions or diagnoses identified by the primary physician before submitting the form.

By following these guidelines, you can ensure that the Alabama Medicaid Referral form is completed correctly, facilitating timely care for the recipient. Remember, clarity and accuracy are key to a successful referral process.

Misconceptions

Here are ten common misconceptions about the Alabama Medicaid Referral Form, along with explanations to clarify each point:

  • All signatures are acceptable. Only original signatures from the primary physician or their designee are valid. Stamped or copied signatures will not be accepted.
  • Referral length is optional. The length of the referral must be specified. Without this information, the referral is not valid.
  • Any physician can refer a patient. Referrals must come from a primary physician (PMP) or a screening provider if applicable.
  • Electronic referrals don’t require verification. Electronic referrals still require a standardized electronic signature protocol to confirm the provider's identity.
  • Referral types are interchangeable. Each referral type has specific guidelines and purposes. It’s important to select the correct type based on the patient’s needs.
  • Consultants can treat without a referral. Consultants can only treat for conditions listed on the referral. Additional conditions may require a new referral.
  • Patient 1st referrals are only for children. While many Patient 1st referrals involve children, there are other categories that may apply to different recipients.
  • Findings can be submitted anytime. Consultants must submit their findings to the primary physician by a specified method, such as mail or email, as indicated on the form.
  • Referral forms are the same for all patients. Each patient may have different needs, and the form must be filled out according to their specific situation and condition.
  • Only the primary physician fills out the form. Both the primary physician and the screening provider (if applicable) need to complete and sign the form when relevant.

Key takeaways

When filling out and using the Alabama Medicaid Referral form, it is essential to adhere to specific guidelines to ensure proper processing and compliance. Here are four key takeaways:

  • Accurate Information is Crucial: Ensure that all recipient details, including name, Medicaid number, and contact information, are correctly entered. This information is vital for the referral to be valid.
  • Primary Physician's Signature Required: The primary care physician must provide a printed or stamped name along with an original signature. This requirement applies to hard copy referrals, while electronic referrals must follow standardized electronic signature protocols.
  • Specify the Type of Referral: Clearly indicate the type of referral being made, such as Patient 1st, EPSDT, or Case Management. This classification helps in directing the referral appropriately and streamlining the process.
  • Submission of Findings: The consultant must submit findings to the primary physician after the evaluation. Indicate the preferred method of communication, whether by mail, email, or fax, to ensure timely updates.