Cancel a need

2. Click the patient name to select a case.

• Click Manage to display the case management view.

Cancelling a need

Video: Cancel a need

1. Click ⋮ on the right of the section header for the need, and then click the Cancel Need option. 
2. If any referrals have been sent for the need, the providers are listed as Referrals to Retract on the Cancel Patient Need popup.
3. Click to select a reason for the retraction from the drop-down list.
4. Type a message if needed.

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

6. 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 section for the need is removed. 

• 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.

• 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