Editing a Request
Overview
This guide will provide information on editing a request. It will cover editing a request for two scenarios:
Editing a request that has not been decisioned.
Features to edit a determined request.
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- Access to Utilization Management - Permission to edit a request that has not been decisioned (pended). - Permission to edit a determined request (if applicable to your role).
When you need to update details on a request.
* A separate functional permission is required for users to modify information within UM requests that have services with a "Determined" outcome status (Approved, Denied, or Voided).
Editing a request may be necessary for various reasons, such as:
Correcting information entered incorrectly during the initial submission.
Updating information due to changes in the patient's status or treatment plan.
Adjusting provider details or roles to reflect changes in the care team.
Modifying service details to accommodate revisions in the patient's required services.
Adding or updating diagnoses as more information becomes available.
The availability of editable fields are dependent on the request type.
Editing a Pended Request
Click the **pencil** icon. The pencil will be available for sections you can edit.
In the **Request Details** Section, you can update fields that are not Read Only. The following fields are locked down from editing* Classification * Request Type * Healthcare Type * Request Source
**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 on the request 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.A **servicing** **provider** is required for an Outpatient request.* 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 provider. * 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.
On the **Requesters** tab you can edit the information that was entered at each stage of the request by clicking the **pencil**.
**Save** your changes or **Cancel** to return to the request without saving, then **click Current Request tab** to return to the View Request Details page.
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 **Submit** -this will save your changes and call any automation your organization has configured. You will be returned to your worklist. * _(Alternate)_ Click **Save** to apply the changes. This will keep you in the request. * (_Alternate_) Click **Cancel-** this will reload the page. Some changes may have saved as noted above.
Editing a Determined Request
Users assigned with the permission to Edit Determined Requests will see an "Edit Mode" button in the top right-hand corner of the View Request page for open requests. Users can click this button to enable editing.
For requests that have already been discharged or closed, users must first "**Re-Open**" the request to make the "Edit Mode" button available.
Within an open request, click **Edit Mode.**
**Editable Fields**Once in Edit Mode users can* Edit the Outcome Status, Status Reason, and Outcome Summaries for existing services. * Add new services to the latest stage of the request (e.g., to the latest extension).
**Visual Indicators*** "Edit" buttons (Pencil Icons) will appear next to editable sections. * Search bars within the request will become active.
**Functionality Changes*** The "Extend All" button will be disabled. * "Extend" buttons on individual services will be replaced with "Edit" buttons (Pencil .png>)icons) while in “Edit Mode”
**Submitting Changes to Outcomes**Users can click the **"Submit"** button to finalize and save changes.\ .png>)To discard changes, users can do one of the following:* Click the **"Cancel"** button at the bottom of the page * Use the browser's back button * Click the **"Exit Edit Mode"** button at the top of the page (which will reload the page to its original state).
