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Flows/Complete a service request

From OHC Network Wiki
flowclinicalCARE 3.1+

Overview

This flow describes how to mark a service request as complete in Care. You complete the service request after the requested work is finished.

Pre-requisites

  • You raised a service request for the patient, or another user raised it, and you can open its detail page.
  • The requested work is finished. For a laboratory request, the staff collected and processed the specimens. The staff also entered the results. For a surgical procedure or a counselling request, the staff finished the work.
  • The service request is not complete and not cancelled.
  • You have the permissions listed below.

Permissions

Permission Access
Can Write Service Request on Facility Lets you complete a service request. Facility Admin, Admin, Doctor, and Nurse roles have this permission.

Steps

1. Open the service request

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

2. Confirm that the work is finished

Check that the staff finished the requested work.

馃摑 Note
For a laboratory request, check that the staff collected the specimens, processed them, and entered the results.
馃摑 Note
For a surgical procedure or a counselling request, complete the service request directly.

3. Mark the service request as complete

  1. Select Mark as Complete in the Complete Service Request bar at the foot of the page.
  2. Enter a completion note in the Add Completion Note dialog. This note records the key findings or remarks for the request.
  3. Select Save and Complete. Care sets the status of the service request to Completed.
馃摑 Note
Press M to start the Mark as Complete action.
馃摑 Note
You cannot undo this action. Care blocks the action when the service request is already complete. Care also blocks the action when somebody cancelled the service request.

Expected Outcome

  • The status of the service request changes to Completed.
  • The service request becomes read-only. You can no longer change it.
  • The specimens and the diagnostic reports of the service request do not change. The complete action changes only the status of the service request.