Filter providers that are added to a case
- If you haven't already, from 4Next standalone:
- Click Cases Sent on the main menu.
- Click the patient name to select a case.
- If you haven't already, from DHeCare (Epic Hyperspace):
- Log in to the Case Management or Care Coordinator module.
- From the patient encounter, click the 4Next tab.
- Click to display the case management view.
Filtering the selected provider list by referral status and/or referral method
Under 
Filter Results, only the statuses and referral methods that are relevant to the case are displayed.
- Click
for a status or referral method to check the box and show all referrals that match. - Click
or a status or referral method to uncheck the box and hide all referrals that match.
- Clicking the checkbox for Active or Inactive checks or unchecks all the boxes in the group.
Showing inactive referrals
- When a need or case is canceled or finalized:
-
Inactivating referrals that were Sent flags them as
Retracted. Inactivating referrals that were Drafts
flags them as 
Removed. -
Retracted and Removed providers are still selected for the case, and can't be re-selected when you search for providers for a need. If you want to see these providers, filter the referrals to
show providers with an Inactive status.
-
Referrals that are
Retracted or Removed can be re-sent/sent to the provider. However, if the case was canceled, it must be re-opened - see Canceling: re-opening a canceled case.
If the case or need was finalized, the need must be re-opened - see Finalizing: Re-opening a finalized need.
- When a provider Denies a referral, it's inactivated, and in the case view you have to filter the referrals to show providers with a denied status. You can't resend the referral to the provider, but you can still send a message if the patient disposition changes and you would like them to reconsider the denial. See Sending a message.
See also
- 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
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