Finalize a case

You can finalize a case when it's status is  Confirmed. If the case does not have any active referrals, cancel to close out the case. See Canceling a case.

 Finalizing a case

Video: Finalize a case with 2 confirmed needs

1. Before finalizing a case, be sure to cancel any needs that are no longer relevant for the patient disposition.
   Video: Cancel needs that conflict
2. Click ⋮ in the case type section in the upper right, and then click the   Finalize option. The option is only available if there is an accepted offer for the need.
3. The providers with accepted offers for each need are listed on the Finalize Case pop-up. If there are other referrals for other providers for the need, they are listed to be retracted. Click to select a reason for the retraction from the 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

4. 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 status for the case is  Finalized.

• The patient is no longer included on the default active Cases Sent list. To be able to find the case, select the Finalized option from the status drop-down list.
• Messaging is disabled; clinical documents and attachments can still be viewed and printed.
• You can re-open it within 5 days (120 hours) of finalizing, if the plans for the patient change after the case is finalized. See Re-opening a finalized case.

• Once a referral to a Spaulding site is  Finalized , the patient information is automatically sent to a shared file area (SFA), for the HIM team to add the files to the patient's chart in Epic.

See also