View and print the case summary

  • If you haven't already, from 4Next standalone:
  1. Click Cases Sent on the main menu.
  1. If you are looking for a prior placement, find the patient by MRN, and then select the Finalized option from the status filter.
  2. Click the patient name to select a case.
  • If you haven't already, from DHeCare (Epic Hyperspace):
  1. Log in to the Case Management or Care Coordinator module.
  2. From the patient encounter, click the 4Next tab.
  • Cases open to the Summary by default, once a case has been started. To access it from the other views, click Summary in the case navigation.
  • Prior placement: For the selected case, the patient was placed with the provider(s) in the Finalized section. See also: Viewing all prior placements.

Viewing and printing the case summary

The case Summary displays by default when a case is selected in Epic or in 4Next standalone. The heading includes the patient name and date of birth, plus the discharge date when available. All referrals that are attached to the case are listed, grouped by their current status. The provider name, related need, and the date of the status change are included; for denied referrals, the reason is also displayed.

  • To print a copy:
  1. Click Printer icon in the upper right of the summary.
  • The document opens in a popup window. From there, you can print or save a copy.

  • Every page includes a footer with "Extracted from the Legal Health Record and printed on " and the date and time stamp, plus "Mass General Brigham Incorporated Clinical data printed from 4NEXT - Confidential" and the page number and page count.

  1. Click × to close the popup.

See also 

  • Managing a caseworking with needs & referrals; managing case ownership & co-owners; canceling & re-opening the case, auditing activity on the case; printing a cover page for faxing an attachment.
  • Working with the Case Detail - viewing & adding patient information, adding documentation comments, viewing & printing documents, and adding document attachments.
  • 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