After you have completed work on a request, it is ready to be finalized. When a request is finalized, all currently attached documents are exported into a single PDF file. The documents within the file are displayed according to the release order.
Only finalize a request after you have completed the request form, attached all appropriate charts and documents, and determined the appropriate release order of the attachments. At minimum, the following request form fields must be completed before finalizing a request: Patient Name, Facility, and Request Type. Once a request has been submitted, information and attachments on the request cannot be modified.
The ROI Packet Generation service must be running for request PDF packets to be generated successfully. For more information, contact your system administrator.
To finalize a request, retrieve and open the appropriate request. Click the Finalize button from the Release of Information tab.
If one or more documents previously included in the request have been deleted from the system but have not been removed the request, you are notified the request cannot be finalized until you have removed the documents from the request. For more information on removing deleted documents from a request, see Removing Deleted Documents from a Request.
If you have selected to attach Document Types containing external system documents but have not yet initiated their retrieval, you are notified the Document Types have not been retrieved. At this point, you can either move forward and finalize the request by clicking Yes, or you can return to the request and retrieve the external system documents by clicking No. For more information on retrieving external documents, see ROI and Report Capture for Meditech.
The request is closed. Any unsaved changes on the request are automatically saved. The status of the request is changed to Pending Packet.
You can periodically check to see if the request packet is complete by refreshing the Active Requests list. The following icons displayed in the Active Requests list and in the request header provide some information on the progress of the packet being generated:
|
Icon |
Description |
|---|---|
Awaiting Packet Creation
|
The packet is currently being prepared and compiled. |
Creating Packet
|
The packet is currently being created. |
Error Creating Packet
|
There was an error during packet creation. For more information, contact your system administrator. |
After a packet is generated for the request, the status changes to Pending Delivery.
To modify a request submitted in error, open the request and click the Revert to Initiated button from the Release of Information tab. For more information, see the following section.