Toggle menu
Toggle preferences menu
Toggle personal menu
Not logged in
Your IP address will be publicly visible if you make any edits.

Flows/Cancel a service request

From OHC Network Wiki
flowclinicalCARE 3.1+

Overview

This flow describes how to cancel a service request that the care team no longer needs.

Pre-requisites

  • You raised a service request for the patient, or another user raised it, and you can open its detail page.
  • The service request is not complete and not already cancelled.
  • You have the permissions listed below.

Permissions

Permission Access
Can Write Service Request on Facility Cancel a service request at the facility. Facility Admin, Admin, Doctor, and Nurse hold this permission.

Steps

1. Open the service request

Open the detail page of the service request that you want to cancel.

2. Open the actions menu

Select the actions menu at the top of the detail page. Care shows the two cancel actions.

3. Select the end state

Select one of the two actions.

Action What it means
Mark as revoked The care team called off the request. Care sets the status to Revoked.
Mark as entered in error The care team created the request by mistake. Care sets the status to Entered in Error.
馃摑 Note
Care cancels the service request at once. Care does not ask you to confirm.
馃摑 Note
If the service request is complete or already cancelled, Care blocks the cancellation.

Expected Outcome

  • Care sets the service request to Revoked or to Entered in Error.
  • The service request becomes read-only. You can no longer change it.
  • If the service request has a linked billing charge, Care sets that charge to Aborted. Care also removes the charge from the draft invoice.
  • If the linked invoice is not a draft, Care blocks the cancellation.