Copy RFS to HSRM

To upload an RFS you will need to use both ZCC and HSRM 

• First select the “Copy RFS  to HSRM” task you will be completing in ZCC. Through the Task grid, you can search a referral number in the top right corner to pull up all tasks for that individual patient. Or you can modify the search parameters further by clicking the icon on the left side.

• When you click on the task in ZCC, the referral number will pop up and will start to create the RFS document. Copy the referral number and navigate to HSRM to look up the referral: First select the region from the main page, then click the three lines in the top left corner and select “Find Referrals”, paste the referral number in the first section labeled “referral number” and click “Find” in the bottom right corner. Then click on the referral.

• Next, click “Add/View Documents” in the top right corner and select “New” on the bottom right.

• Next you will type “RFS” in the description box, and in the document type box you will type RFS again and select “Request for Services/SAR” from the drop down list.

• Now, navigate back to ZCC where the RFS document should be created. Click on the document “Additional_Services_Request_Package.pdf” to save this to your computer.

• Once the document is saved to your computer, go back to HSRM and select “Upload” in the top right then select the RFS file that was just saved. Once the document is added, click “Update” in the bottom right.

• Lastly, when back on the main page for the referral, scroll down to the note box and add “(date)- Uploaded SOAP notes + RFS” and click “Update” on the bottom right. Then go back to ZCC and close out the task by clicking “Finish & Mark As Uploaded”

*NOTE* All downloaded documents need to be deleted from your computer at the end of each day.