Claim-to-cash: Option A - Operation Twist Plus

CareCentrix Direct
CareCentrix Direct Overview
CareCentrix is very excited to introduce a new enhancement to our
provider portal called CareCentrix Direct. This feature will allow
providers access, through the CareCentrix provider portal, to referrals
available in their area, and includes the ability to sign up for
notifications via email or text. This new functionality will allow
providers to receive referral notifications sooner, to quickly and easily
accept those referrals and, to do it all entirely online.
This training will cover the steps for how to sign-up for CareCentrix
Direct and how to accept referrals.
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Part I
CareCentrix Direct
Sign Up
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Where to Sign Up for CareCentrix Direct
• Portal Administrators
at your location can
easily sign up your
agency to use this
Click User Admin
to sign up
• Click the User
Admin link on the
main portal home
page to access the
sign up screen
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Step 1: Click CareCentrix Direct Contacts
• Click the
CareCentrix Direct
Contacts tab to sign
up locations for the
CareCentrix Direct
Click CareCentrix
Direct Contacts to
sign up
Important! The Portal Administrator for your company controls which
individuals at each provider location can receive the referral notifications via
email or text.
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Step 2: Enable CareCentrix Direct
Click Enable to
CareCentrix Direct
Note: The CareCentrix Direct feature will remain disabled until you enable
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Step 3: Select Notification Type
Notification Types:
Email/Text &
Online access
Daily Digest &
Online access
Online Portal
access only
Note: CareCentrix strongly recommends selecting the All Notices
option so that the appropriate contacts are immediately notified for
every new referral. If you choose the Daily Digest or Online option, it
will be your agency’s responsibility to check our Portal continuously for
new referrals. No other automated notification will be issued about
referrals available to your agency.
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Step 4: Add Location Level-Contacts
Click Add Location
Contact to add
agency contact
If your agency has multiple locations with different contacts for the
automated notifications, it is critical that Portal Administrators click on the
Add Location Contact button to set up location-specific contacts.
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Step 4: Add Location Level-Contacts
• Click the location
name in the Select
location field.
Select a notification
type for the
locations selected
Hold the CTRL key
down while making a
selection to choose
multiple locations
(All Notices option is
Enter the email
address and/or
phone numbers for
each location
Click Save
Note: If you check the box labeled ‘Include default contacts on notices sent to
selected locations’, then your default location as well as your specified
locations will receive all notifications.
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Step 5: Review CareCentrix Direct Information
Your CareCentrix Direct sign up is complete!
Check all information for accuracy.
Click Edit to update the
default contact
Click Edit or Delete to
manage your location
contact information
Administrators can come back to this screen at any time to update
contact information.
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Editing Default Contact Information
• Update the
desired contact
• Click Save
Click Save to store the
updated information
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Editing Location Level Contact Information
• Update the
location contact
• Click Save
Click Save to
store the updated
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Part II
CareCentrix Direct
Feature Overview
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CareCentrix Direct Feature Overview
Now that you have completed the sign up process for the CareCentrix
Direct feature, you will now be able to receive referral opportunities
quicker with just the click of a button.
This training will cover the steps for reviewing, accepting, or declining a
case using the CareCentrix Direct feature.
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Notification of CareCentrix Direct Referrals
If our system determines that you are one of the providers able to staff
a case, you will be notified by the method you selected during set up of
your CareCentrix Direct account:
• Email
• Text message
• Daily Digest
• Online
The notification will instruct you to log into the Portal to view the specifics
of the case. After reviewing the case, you may accept or decline it.
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New CareCentrix Direct Referrals
Case staffing activities will be managed on the My Referral screen. To access the
screen click on the link in the email, or you can access the screen whenever you
are logged into the CareCentrix portal.
• The screen will default to all Active referrals, which are the referrals you can
still accept.
• Click the Accepted tab to view cases you previously accepted and agreed to
provide services.
• The Declined tab displays referrals you declined to provide services.
• The Inactive tab displays referrals that can no longer be accepted because
another provider accepted or they timed out.
The Active tab
displays referrals
you can accept.
The Accepted tab
displays cases
you accepted.
The Inactive tab
displays referrals
that can no longer be
The Declined tab
displays referrals
you declined to
provide services.
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New CareCentrix Direct Referrals
The My Referrals screen displays:
The amount of time
remaining that your
agency has to respond
before notices go out to
other agencies.
The referral notification date and time
Patient location information
Referral status
Remaining response time
The amount of time
remaining for any
provider to respond
before time expires.
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CareCentrix Direct from My Referrals
Click the “All” tab to view all referrals including accepted, inactive and
declined cases.
Click All to view all
case staffing
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Advanced Search
You can search for specific case staffing activities using the Advanced
Search Feature.
• Click Advanced Search
• Enter the desired information in one or more of the data fields (i.e.,
patient name, state, zip code, notification date, etc.)
• Click the Search button
Enter the search
information in one
or more fields. Click
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Accept the Referral
Click the View link to review the details of the referral and either Accept or
Click the View link
for the referral you
want to accept.
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Accept the Referral
You can view details and
decide whether you want to
accept or decline the
Information available
• Service Code and HCPC
• Service Description
Click Accept to
accept all services
• Start of Care Date
listed for the case.
• Diagnosis Code. You
can hover over the
diagnosis code to see
the description.
To accept the referral, click on the accept button. Note: You will need to
accept all services listed to be able to accept the case. To decline the
referral, click on the Decline button.
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Accept the Referral
If you choose to accept the referral, you must confirm that you can meet
the start of care and that you will verify the patient is eligible and has the
benefit to receive the service prior to starting care. Click OK.
Check each box
and click OK.
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Accept the Referral
If the service is one for which we do not have negotiated pricing with you,
enter your rate for each service displayed. Click Submit.
Enter your rate for
all services. Click
You have officially accepted the referral and
should proceed in providing service!
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Accept the Referral
After accepting the referral all other notifications to any other providers
will be cancelled and you can receive applicable clinical information and
the Service Authorization Form through the Auth Status option.
Note: CareCentrix will still contact providers manually if all providers have
declined, or there is not enough time before the earliest start of care date to
give enough time to complete the automated process.
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Decline the Referral
If you choose to not provide the services for the referral, click on the
Decline button.
Click Decline to
refuse the services.
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Decline the Referral
Select a reason from the drop-down list box that best describes the
reason why you are declining the referral.
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Decline the Referral
If you select “Request or Service out of Providers’ Service Area, you will
be asked to provide the time period in which you will not be able to
provide the services (one day, one week, greater).
CareCentrix will stop sending you notifications for that service in that area
until the timeframe you selected expires.
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Thank you for completing the CareCentrix Direct training!
We hope that you are now as excited about CareCentrix Direct as
we are at CareCentrix. CareCentrix strives to invest in technology
that promotes greater operational efficiency for all providers in our
network, and CareCentrix Direct is a great example of this.
We will continue to provide updates to you as this feature continues
to develop. As always, feel free to contact your Network Coordinator
with any questions or concerns.

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