Werq Referrals FAQs

Werq Referrals FAQs

How am I supposed to fill the practice details?/ What are the next steps after I login on the admin panel of Werq?
For the very first time, the Werq Representative will help you to take your organisation onboard at Werq. The Werq Representative will mail you the csv sheet...
Wed, 17 Apr, 2019 at 8:19 AM
What if I need to add additional staff, providers, location or insurances in future?
The details can be filled in two ways:  You can create entries using csv file. There are four excel sheets that can be downloaded for the werq admin pa...
Wed, 17 Apr, 2019 at 8:20 AM
How am I supposed to check whether the entry is confirmed or submitted?/ How I am supposed to know whether the csv file that I uploaded is confirmed?
After creating an entry/uploading the csv file, you can check the report tab, if “report” table shows the status “successful” then the entry/csv file that y...
Wed, 17 Apr, 2019 at 8:21 AM
What if I get an error/unsuccessful status in the “reports” tab?
If the status is “unsuccessful” in the reports tab then in the status column you will get notified where you made a mistake and eventually you can make the ...
Wed, 17 Apr, 2019 at 8:22 AM
How am I supposed to edit the entries in the “records” table?
The last column of the “records” table with the header “Actions” has two options against each row in the table. The first option button is for editing the r...
Wed, 17 Apr, 2019 at 8:22 AM
What am I supposed to do after submitting all the csv files or making entries manually? / What is the purpose of “invite all” button?
After submitting entries for all the tables you will find “Invite all” button. The purpose of “invite all” button is to send invitation mail to all the prov...
Wed, 17 Apr, 2019 at 8:23 AM
What I am supposed to do if any of my colleagues didn’t receive any invitation?
Please check the SPAM or JUNK folder. Many a time, mails sent in bulk are recognised as an unsolicited mails and resides in the JUNK and SPAM folder of yo...
Wed, 17 Apr, 2019 at 8:25 AM
How to send referral updates to someone that does not use werq
Werq.com allows you to log a referral you have received and send your referring partner a referral update - regardless of whether they use Werq.com or not. ...
Sat, 26 Oct, 2019 at 3:26 PM
How do I know if a practice or a specific practice location is using Werq for receiving or sending referrals electronically?
While sending Referrals, we mark the practices & their Locations who aren't on Werq.  So, if you don’t see any such sign next to the practi...
Tue, 5 Nov, 2019 at 1:08 AM
How do I upload "Transition of Care Document" or "CCD" file while Sending Referral?
Now you can upload the CCD XML file directly to a referral. This means that your referral partner can simply import the CCD XML file and does not have to...
Tue, 5 Nov, 2019 at 1:44 AM