Submit Requests

From the Patients module, you can make a variety of patient-related requests.

Note: After you submit a request, you can manage it from the Patient Assignments module.

To submit requests:

  1. Open the Patients module and locate the patient.
  2. Complete a request using the list below.

    3. Often, providers must complete a series of specific treatments to meet their graduation requirements. A provider can submit a Needs Request to ask for a patient with a specific recorded patient need.

    1. From the search results, right-click the patient name, and select Needs Request to create and submit a need request.

    Depending on your institution’s workflow, you may be able to request appointments from the Patients module when you are ready to make an appointment for a patient.

    Note: A request does not schedule appointments; requests are reviewed and scheduled by an appropriate staff member.

    1. Locate the correct patient in the selection list or search results.
    2. Right-click the patient name and select Appt Request to display the New Appointment Request window.

    3. Complete the fields as necessary and click Accept.

    Chart requests control access to paper charts so only one person may use a chart at one time. There are two chart request types:

    • Automatic chart requests: These are sent when an appointment is scheduled. They ensure the provider has the patient's chart on the correct day.
    • Manual chart requests: These are sent when a user requires a patient's paper chart but doesn’t have an appointment.

    The person responsible for dispersing charts ensures the user receives the chart at the specified date and time.

    Note: After you make a request, you can view, modify, or delete your request from the Chart Tracker module.

    1. From the search results, right-click the patient name and select Chart Request to create and submit a manual chart request.

      2. Note: If the patient has an electronic chart, a prompt appears.

    2. Click Yes to display the Request Chart-Out window and record the time, location, and reason needed.

    Providers should submit a dispensary request for a kit when they need equipment for treatment. There are two requests types:

    • Automatic requests: These are sent when an appointment is scheduled and the treatment is specified.
    • Manual requests: These are sent when you add individual items to an appointment or when a treatment and the required equipment changes.
    1. From the search results or selection list, right-click the patient name and select Dispensary Request.
    2. Complete the fields to create and submit the dispensary request.