Accepting an offer (confirming a referral)
- 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.
- Cases have a status of
Awaiting to confirm when there's a need with at least one (1) referral 
Offered and none accepted.
Accepting an offer
Video: Accept an offer
Video: Accept offers for 2 needs
- Find the referral that has been
Offered.
- Click ⋮ in the upper right of the provider item, and then click the Accept Offer option.
- The popup to accept the offer automatically includes an appropriate message. Type to add to or edit the message.
-
To flag the message as requiring immediate action, click
to turn the Priority switch on: 
. - Click send.
-
Each message is added to the applicable single-provider list and the message list. Messaging a provider automatically marks all messages from that provider as read
. - The referral is flagged as
Confirmed. If all of the needs for the case have a Confirmed referral, the status of the case is also Confirmed. - If any of the needs for the case is not finalized and doesn't have a Confirmed referral, the
status of the case may be
In Process or Awaiting to Confirm. - You can only confirm one (1) referral for a need. To confirm a different Offered referral, you must
retract the one that's confirmed.
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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