Complete and Reopen Cases

When Can I Complete Cases?

When all of the required fields are completed, you can complete the case.

Integrated Mode

  • If the TransferCenterIQ™ application on the TeleTracking IQ® platform is integrated with the Capacity Management Suite® solution, cases that have pending bed requests cannot be completed.
  • If the TransferCenterIQ™ application is integrated with the Capacity Management Suite® solution and the selected Destination Facility is within your health system, you can complete the case.

Standalone Mode

  • If the TransferCenterIQ™ application is in standalone mode (not integrated with the Capacity Management Suite® solution), and cases have bed requests, then the bed requests are automatically completed when the case is completed.
  • If the TransferCenterIQ™ application is not integrated with the Capacity Management Suite® solution and you have completed the case, if you change the Destination Facility, then the case continues to appear on the Cases list when you select the Completed filter in the View Cases filters row.

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How to Complete Cases

  1. Go to the <Patient Name> edit page. See Edit Case Details.
  2. Verify that the fields that are required to complete a case are completed. The required fields are configured by the administrator and display a blue asterisk.
  1. Select the arrow next to Save and select Complete Case from the list that appears.
  2. Confirm your selection in the dialog box that appears.

If all of the required fields have been completed, the completed case appears on the Cases list when you select the Completed filter.

If required fields have not been completed, those fields are outlined in red with red text, and a red icon () appears next to the field and on the corresponding case tab. Supply the missing information and complete the case.

Note:  

Completed cases can be edited if the TransferCenterIQ™ application is integrated with the Capacity Management Suite® solution and the selected Destination Facility is within your health system.

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When Can I Reopen Cases?

You can reopen completed cases if:

  • The case has a bed request in Canceled status or no bed request.
  • The case has a bed request in Requested or Assigned status with a Destination Facility that does not exist in the Capacity Management Suite® solution.

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How to Reopen Cases

  1. Go to Access > Transfers and select the Completed filtering option button to display the completed cases.
  2. Select the name of the patient whose case you want to reopen to display the <Patient Name> edit page. See Edit Case Details.
  1. Select the arrow next to Save and select Reopen Case from the list that appears.
  2. Confirm your selection in the dialog box that appears.
  3. The case becomes active and appears on the Cases list depending on your application configuration settings and the ETA:
  • If your application is configured to combine the Active and Upcoming tabs, the case will appear on the Active tab.
  • If the case's ETA is the current or a past date, the case appears on the Cases list when you select the Active filter.
  • If the case's ETA is a future date, the case appears on the Cases list when you select the Upcoming filter.

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