Canceling a case

2. Click the patient name to select a case.

• Click Manage to display the case management view.

Cancelling the case and retracting referrals that were sent

Video: Cancel a case

• You can re-open a canceled case any time up until the discharge for the visit is complete.

1. Click ⋮ in the case type section in the upper right, and then click the Cancel Case option. The referrals that were sent are listed in a popup.
2. Click to select an option from the reason drop-down list.

   Acute Reason for no Admission  (finalizing/retracting referral)	Definition
   Cancelled; Unknown	Limited information on final dispo from referring facility
   Patient Expired or CMO	Patient expired prior to Acute Discharge
   Patient Preference	Patient selected another provider
   Referral Placed in Error	Referral was an error ; wrong facility or patient
   Patient declined services	Patient chose to be discharged without services
   Another level of care	Patient discharged to a different level of care
   No services needed	Patient did not need services
   Admitted/Transferred to another Acute service or Acute Hospital	Patient is now at different level of care at the hospital

3. If needed, type a message for the referral recipients.

4. To flag the message as requiring immediate action, click  to turn the Priority switch on: .

5. Click send.

• Each message is added to the applicable single-provider list and the Communicate message list. Messaging a provider automatically marks all messages from that provider as read . 

• The case is Inactive, with a Canceled status.

• Inactivating referrals that were Sent flags them as Retracted. Inactivating referrals that were Drafts flags them as Removed.

Re-opening the canceled case

• When a case is canceled, all of the referrals that were sent are retracted, and any drafts are removed. While you can set the filters to see these inactive referrals, you can't add a need or re-send a referral until the case is re-opened.

1. Look up the patient by name or MRN.
   Video:  Search for a patient by MRN
2. From Cases Sent, to be able to select the patient, click the Canceled option under Inactive Cases on the status drop-down list.
   Video:  Show canceled cases
3. Click ⋮ in the case type section in the upper right, and then click the Reopen Case option. 
   Video:  Re-open a canceled case

• See next:

• Re-sending a retracted referral
• Adding providers for a need
• Adding service and medical equipment needs to a case

• Working with the Case Detail - viewing & adding patient information, adding documentation comments, viewing & printing documents, and adding document attachments .
• Viewing and printing the Case Summary - viewing the current status for all referrals; viewing the reason for any denial; printing the case summary
• Sending a message to multiple providers - viewing all messages sent and received; viewing messages for one provider; sending a message to one or more providers at the same time