Inputs
• Email Queue / Fax (EMR system)
• Bulk Email (Outlook)
• Web Referral (PI System)

1. Intake & Preprocessing
Process oldest/high-priority emails

2. Data Extraction
• From Admission Record: Cost Center, Patient Demographics, Admission Date, IDs
• From Referral/Order Form: Referral Type, Reason, Facility

3. PI System Check
• Match patient on key fields
• If match → start referral

4. Referral Entry in PI
• Populate Referral & Patient Info Tabs
• Select Reason for Referral

5. Eligibility Check & Document Upload
• Medicare: Snap portal eligibility, save PDFs
• Medicaid: TMHP eligibility, save PDFs
• Upload docs & mark received types

6. Finalize Referral
• Save & confirm referral date/time
• Add psychiatry referrals if needed
• Move email/fax to Processed

7. Exception Handling
• If DO/MMA active → move email processed
• Notify referral coordinator

8. Bulk Email & Web Referral
• Bulk Email: Consent form in Excel
• Web Referral: Pre-populated data, verify & save

Key Parameters
• Inputs: Email queue, bulk email, web referrals
• Outputs: PI referral updated, docs saved, emails processed
• Exceptions: Missing DOB, facility mismatch, missing forms

Discard Email if Garbage

Split PDFs into Individual Records

Send Exception Email + Mark as Read

Raise Facility Exception