This guide will provide information on editing a request. We will use an Inpatient request, and the actions covered will apply for both an Outpatient and Referral request except where noted.

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Permission to edit a request.

When you need to update details on a request.

* Requests with an Overall Request Status of Approved, Denied, or Voided cannot be edited. * Outcomes that are approved, denied, or pended cannot be edited.

Editing a request may be necessary for various reasons, such as:

The availability of editable fields are dependent on the request type.

Click the **pencil** icon.

In the **Request Details** Section, you can update fields that are not Read Only. Read Only fields vary depending on the type of request you are editing.

**Save** your changes or **Cancel** to return to the request without saving. If this section is the only area where you are making edits, no further saving is needed.

In the **Enrollment** Section, you can update the enrollment options that are applicable to the person's information. A change can only be made if the person has more then one active enrollment.

In the **Providers** section, you can add, modify, or delete providers and roles.A facility is required for an Inpatient request. Additional providers can be added to indicate their roles and involvement in the service.* To add a provider, use Search. You can narrow the search down by selecting a search type. Quick Search will search on Facility Name, Group Name, or First Name and/or Last Name. * Enter the search term. * Click +**Add** on the desired facility. * To delete a provider, click **Remove.** * To change a providers role, click **Edit**.

In the **Diagnoses** section, you can add additional diagnoses, remove existing diagnoses, or change the primary diagnoses.* To add more diagnoses, enter a new search term and Click + **Add** on the desired diagnosis. * Click the

icon to indicate the primary diagnosis. * Click the

icon to indicate the admitting diagnosis. * To delete a diagnosis, click the

icon.

In the **Inpatient LOS**, you can edit all fields, with the exception of the Through Date, which is auto calculated based on the From Date and Duration.

In the **Services**, you can update the service details. All fields can be edited with the exception of the Through Date, which is auto-calculated based on the From Date and Duration.

You can also add additional services and change primary service designation.To add additional services:1. Confirm you have, or add, a Servicing Provider. 2. Enter the code or keywords for the service. 3. Click **+Add** on the desired service.

4. Enter the expected **Duration** of this service. 5. Select a unit of measure. 6. Manually enter the **From Date** or select from the calendar picker. 7. Save your changes.

After you complete your edits, save the unsaved changes.

Depending on your edits, some save as you enter the data or click save in the edit window. For example, Editing Request Details, Enrollment, Diagnoses, Providers, and Adding a New Service save after updating.

* Click **Save** to apply the changes. * _(Alternate)_ Click **Submit and Save Review** to send the request off to a higher level of review.

* _(Alternate)_ Click **Cancel** to revert the unsaved changes.

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