How to Fill Out Form 362

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

Form 362 example filled out, example: a screening provider refers a child
A screening provider refers a child to a specialist on Form 362. The periodic EPSDT screening leads to an evaluation and treatment referral valid for 3 visits. The picture shows the filled form, and every value in it is made up. The screening was on the same day as the form, and the referral begins one week later. Findings come back by fax, so Mail, E-mail and In addition, please telephone stay empty. Months stays empty because the Length of Referral is counted in visits. Interperiodic stays empty because the screening is periodic. Case Management / Care Coordination, Lock-In and Other stay empty in the Type of Referral group because the referral comes from the EPSDT screening. Evaluation Only, Treatment Only, Hospital Care, both cascading referrals, Performance of Interperiodic Screening, For Billing Purposes Only and Other stay empty in the Referral Valid For group because the consultant alone evaluates and treats. Other conditions/diagnoses identified is left blank because no other condition was found.

How to fill out Form 362, box by box

Today's Date and Referral Date

Form 362 example filled out, today's Date and Referral Date

Form 362 Alabama Medicaid Agency Revised 6/2023 www.medicaid.alabama.gov Instructions for Completing The Alabama Medicaid Referral Form (Form 362) TODAY'S DATE: Enter the date the form is completed.

Enter the date the referral becomes effective.

Medicaid Recipient Information

Form 362 example filled out, medicaid Recipient Information

RECIPIENT INFORMATION: Enter the patient's name, Medicaid number, date of birth, address, telephone number and parent's/guardian's name.

Screening Provider

Form 362 example filled out, screening Provider

Enter the name, NPI, Medicaid Provider ID#, address, email, telephone number, and fax number of the screening provider.

Stamped or copied signatures will not be accepted.

For electronic referrals provider certification is made via standardized electronic signature protocol.

Type of Referral

Form 362 example filled out, 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

Form 362 example filled out, length of Referral

Indicate the number of visits or length of time for which the referral is valid.

(Note: Must be completed for the referral to be valid).

Referral Valid For

Form 362 example filled out, 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

Form 362 example filled out, consultant Information

Enter the consultant's name, address, and telephone number.

The consultant can be an individual provider or provider group.

Findings should be submitted by

Form 362 example filled out, findings should be submitted by

The screening provider should indicate how he/she wants to be notified by the consultant of findings and/or treatment rendered.

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).

Form 362 PDF Details

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.

Hard copy signatures: stamped or copied signatures will not be accepted.

Electronic referrals: provider certification is made via standardized electronic signature protocol.

Length of referral: indicate the number of visits or length of time for which the referral is valid; it must be completed for the referral to be valid.

Evaluation and treatment: the consultant can evaluate and treat for diagnosis listed on the referral.

Consultant: the consultant can be an individual provider or provider group.

QuestionAnswer
Form NameForm 362
Form Length2 pages
Fillable?Yes
Fillable fields45
Avg. time to fill out8 min
Edition6/2023
Issuing agencyAlabama Medicaid Agency
Other namesForm 362, 362 form, Alabama Form 362, Alabama Medicaid Form 362, Medicaid Referral Form, Alabama Medicaid Referral Form
Official sourceForm 362 (Rev 6/2023), Alabama Medicaid Agency