Form 362 at a glance
What it is: Form 362 is the Alabama Medicaid Referral Form of the Alabama Medicaid Agency.
Who signs: For hard copy referrals, the printed, typed, or stamped name of the screening provider with an original signature of the provider or designee is required.
A filled-in Form 362 example: a screening provider refers a child

How to fill out Form 362, box by box
Today's Date and Referral Date
Medicaid Recipient Information
Screening Provider
Type of Referral

TYPE OF REFERRAL: Check the box beside the type of referral being made. Case Management/Care Coordination - Referral for case management services through Network Care Coordinators (See *Chapter 40 for ACHN contact information). EPSDT - Referral resulting from an EPSDT screening - indicate screening date (See *Appendix A for Claim Filing Instructions).
Periodic: Well-child checkups that are based on a periodicity schedule. Interperiodic: Problem-focused and abnormal screenings that are medically necessary for undiagnosed conditions outside the periodicity schedule. 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). Other - All other referral types (Describe referral type).
Length of Referral
Referral Valid For

REFERRAL VALID FOR: Indicate the reason or condition for which the recipient is being referred. Evaluation Only - Consultant will evaluate and provide findings to. 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 NPI, refer recipient to another specialist as indicated for the condition identified on the referral form without having to get an additional referral from the screening provider. Referral by consultant to another 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 screening provider (EPSDT ONLY). 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. For Billing Purposes Only: Other - All other referral validation types (i.e., DME).
OTHER CONDITIONS/DIAGNOSIS IDENTIFIED BY - Indicate any condition present at the time of initial exam by.
Consultant Information
Common questions about Form 362
What is Form 362?
Form 362 is the Alabama Medicaid Referral Form of the Alabama Medicaid Agency. The screening provider must complete and sign the referral form if an EPSDT screening results in the recipient's referral to another provider.
Sources
[1] Form 362 (Revised 6/2023), Alabama Medicaid Referral Form, Alabama Medicaid Agency (the Official source link on this page).






