Closing or Reopening a Request
Overview
When all outcomes have been determined for a request, it should be closed. This finalizes the evaluation process and ensures compliance. Inpatient requests are discharged; whereas, outpatient requests and referrals are closed.
When a request has been closed, the functionalities associated with it are limited. To add new information or make further modifications, a closed request must first be reopened. Reopening a request allows users to add extensions or additional services.
This user guide details the steps needed to close and reopen requests.
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Closing an Inpatient Request
Starting point is an inpatient request on which the discharge button is enabled.
Click **Discharge.**
Manually enter a **Discharge Date** or select a date from the calendar picker.
Select a **Disposition.**
Click **Discharge.**
(_Alternate)_ Click **Cancel** to return to the request view without discharging the request.
Closing an Outpatient Request
Starting point is an outpatient request on which the close button is enabled.
Click **Close.**
Outpatient
Manually enter a **Close Date** or select a date from the calendar picker.
Select a **Disposition.**
Click **Close**
(_Alternate)_ Click **Cancel** to return to the request view without closing the request.
Closing a Referral
Starting point is a referral on which the Close button is enabled.
Click **Close.**
Outpatient
Manually enter a **Close Date** or select a date from the calendar picker.
Click **Close**
(_Alternate)_ Click **Cancel** to return to the request view without closing the request.
Reopening a Request
On any closed request, click **Re-Open.**
Reopening a request is done automatically with no confirmation. An message displays if the request was able to be reopened.