Finalize a need

Finalizing a need for a case with multiple needs helps the provider who's taking the patient to manage their referrals, by removing the finalized referral from their active list. You can finalize a need if you have accepted an offer for it, and the status of the accepted referral is  Confirmed.

• If the status of the case is  Confirmed, you can finalize the case, which will finalize all of the needs as well.

 Finalizing a need

Video: Finalize a need

1. Click ⋮ on the right of the section header for the need, and then click the Finalize Need option. The option is only available if a referral is  Confirmed for the need.
2. The Finalize Patient Need popup displays the  Confirmed referral to finalize, and lists the other active referrals for the need (if any) as referrals to retract or remove. If there are referrals to retract, click to select a reason for the retraction from the drop-down list.
3.  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 need and the accepted offer is  Finalized.

• If all of the patient needs have a confirmed or finalized referral, the status of the case is Confirmed; you can finalize the case.
• If any of the patient needs are not finalized or confirmed, depending of the status of the referrals, the status of the case may be  In Process or Awaiting to Confirm.
• 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.

Re-opening a  Finalized need or a  Finalized case

Video: Re-open a finalized need

If a case is   Finalized or a need is  Finalized, you can re-open it within 5 days (120 hours) of finalizing, if the plans for the patient change after the case is finalized.

1. For the  Finalized need that has to find another provider, click ⋮ on the right of the section header for the need.
2. Click the Re-Open Need option. 

• The status of the  Finalized accepted offer is automatically changed to  Confirmed.
• If the case was finalized, its status is automatically changed to  Confirmed.
• If the case was not finalized, its status does not change.

 Finding providers for a re-opened need

• Adding providers for a need
• Options for sending a referral

See also