Manage 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.
Bed availability and prior placements
Adding providers for a referral
- Favorite providers - draft or send referrals
- Adding service and medical equipment needs to a case
- Filtering provider search results
- Sharing & printing provider information
- Saving a draft referral from the provider search results
- Sending one or more referrals from the provider search results
Managing referral requests
- Filtering selected providers by referral status and/or referral method
- Sending a single referral from case management
- Sending one or more referrals at a time from case management
- Favorite providers - drafting or sending referrals
- Adding providers for a need
- Accepting an offer
- Updating the status for a fax-enabled provider
- Finalizing a need
- Finalizing a case
- Re-opening a finalized need or case
- Canceling a need
- Canceling a case
- Removing a draft referral
- Retracting a referral
- Re-sending retracted referrals
- Re-opening a canceled case
- Sending referrals for a re-opened need
Communicating & sharing documents
- Reading & sending messages for a single referral
- Communicating with multiple providers
- Sharing documents and attachments for a referral
- Attaching, removing, and replacing documents
- Printing a fax cover page & faxing to attach a document (inbound faxing)
- Viewing and printing case documents
- Adding and viewing documentation comments
Case ownership & co-ownership, inbound fax cover page, case audit
- Managing case ownership & co-ownership
- Printing a fax cover page & faxing to attach a document (inbound faxing)
- Auditing a case
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
- Creating a new case
- Sharing provider search results and information - emailing & printing a list of selected providers; printing provider information sheets
- Adding and removing providers from your favorites
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