Monitoring Requests

From the Utilities menu, there is a menu option, Med Record Requests. This link is not under the Client Menu because it shows all the requests that you have specifically made for any clients. The same information can be found in the Client Menu, but that requires that you search for the client and then navigate to the client menu for each pending request.

From the Utilities menu, you can see the current status of any request for any client that you have entered a change request for.  It allows easy editing of incomplete requests by clicking the Edit button which will bring you back to the same screen that you saw when adding a request.

Request Status

To monitor the status of any request, a status is assigned to indicate the current stage.  The staff completing the request sees the following screen.
They will move the request status from Active to In-process as soon as they start working on it. If it was completed, then they move the flag to Completed.  If there is an issue with the request, they may send it back as Returned and enter a Status Message to describe the situation.  At that point, you can address the issue or choose to close the request.

For example, maybe a request to change a phone number is returned because the number is disconnected. At that point, the person requesting the change may close the request or update the number to the new correct number and resubmit it as an Active request.