Canceling or completing treatment requests

You can cancel or complete a treatment request as needed.

Notes:

You cannot edit a treatment request once it has been canceled or completed.

You cannot create an appointment for a treatment request that has been canceled or completed.

Canceling treatment requests requires the "Treatment Request, Cancel" security right.

Completing treatment requests requires the "Treatment Request, Complete" security right.

To cancel or complete a treatment request

While you are editing a treatment request (in the New - Treatment Request or Edit - Treatment Request dialog box), from the Status list, select Canceled or Completed.

Click Update.

Do any of the following as applicable:

If the selected Status is Canceled:

If the Password - Treatment Request, Cancel dialog box appears, user verification has been assigned to the "Treatment Request, Cancel" task. Do one of the following:

If your user account has been granted the "Treatment Request, Cancel" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Treatment Request, Cancel" security right, have a user with permission temporarily override this restriction so you can cancel a treatment request this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Treatment Request, Cancel" security right. To have a user with permission temporarily override this restriction so you can cancel a treatment request this one time, do the following:

On the message, click Yes.

In the Password - Treatment Request, Cancel dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If the selected Status is Completed:

If the Password - Treatment Request, Complete dialog box appears, user verification has been assigned to the "Treatment Request, Complete" task. Do one of the following:

If your user account has been granted the "Treatment Request, Complete" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Treatment Request, Complete" security right, have a user with permission temporarily override this restriction so you can cancel a treatment request this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Treatment Request, Complete" security right. To have a user with permission temporarily override this restriction so you can cancel a treatment request this one time, do the following:

On the message, click Yes.

In the Password - Treatment Request, Complete dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

A confirmation message appears, stating that this treatment request will no longer be editable.

Click Yes.

On the message that appears, click OK.