About
Steps to complete a case within the Transfer IQ® application.
Steps
Go to the <Patient Name> edit page.
Verify that the fields that are required to complete a case are completed. The required fields are configured by the administrator and display a blue asterisk.
Select the arrow next to Save and select Complete Case from the list that appears.
Confirm your selection in the dialog box that appears.
If required fields have not been completed, those fields are outlined in red with red text, and a red icon appears next to the field and on the corresponding case tab. Supply the missing information and complete the case.
Best Practices
Completed cases can be edited if the Transfer IQ® application is integrated with Capacity IQ® or Capacity Management Suite® and the selected Destination Facility is within your health system.