Users who have the Patient Placement Specialist role assigned to them can view the Cases list and edit the details of specific cases.

The Cases list provides an at-a-glance list of all of the transfer requests that you can quickly scan. Each row is a case, and each column displays information from one case field.

You can easily configure the list to display the information that is important to you. You can filter, sort, and search the list; add or remove columns; and change the position of columns on the view.

When you receive a communication from another facility requesting to transfer a patient into your health system, you create a transfer case that appears on the Cases list. As you gather more information, you add it to the case on the Cases list.

When a decision is made about accepting or declining a patient's admission into your health system, you have some follow up actions that you can perform, such as dispatching transportation for the patient, out-placing the patient or requesting a bed in a facility. You can then close the transfer case.

Select Access > Transfers to display the Cases list.

The list of active transfer request cases appears.

Each row on the Cases list describes one case. The information from the case's fields appears in columns. Each column describes one case field.

Each time you sign in, you see the default Cases list that your administrator configured. However, you can customize your list. Transfer IQ® retains your customizations until you sign out. Subsequently, when you sign in, the default view appears again.

Select Access > Transfers to display the Cases list.

The Cases list displays one of the case types at a time. A case type filter section appears below the Cases tab. Each case type appears with the corresponding number of associated cases in parenthesis.

In the filter section, do one of the following:

The Cases list refreshes to display the cases associated with the case type that you selected. You can search within the case type using the Search box as described in Search the Case List.

By default, the Cases list is sorted chronologically by created date with the most recently created dates appearing at the top of the list.

Some columns allow you to change the sort order by the values they display. If a column can be sorted, an arrow appears when you select the column heading.

Select a column heading to sort the list by the information in that column. In the column that you sorted, cases that have the same information appear in chronological order by case creation date and time with the most recent date and time on top.

Select the column heading again to reverse the sorting order.

Selecting the Referring Facility column heading rearranges the Cases list to display City Hospital before Health Alliance Clinic. If you click the Referring Facility column heading again, the sorting is reversed so that Health Alliance Clinic appears before City Hospital.

Select Access > Transfers to display the Cases list.

You can search for cases by the associated information that appears in the some of the list columns. If a column displays a search box below the column heading, then you can search the column information.

In the search box below the heading of the appropriate column, begin typing the text that you want to find.

If the search box displays a drop-down list, select one of the options. Repeat the process to select more than one option in the same column.

The Cases list refreshes to display only the cases containing the letters that you typed or the options that you selected.

If [Blank] is one of the options in the drop-down list, you can select it to display cases that do not have a value in that column.

The options in the drop-down list may display additional information that the administrator has configured to help you select the correct facility:

The Target Unit column drop-down list may display the unit's parent facility, city and state.

The Referring Facility and Preferred Facility drop-down lists may display the facility's city and state as well as a hierarchy of the enterprise to which the facility belongs. Each level of the hierarchy is separated by a chevron (>) character. For example, East End Medical Center might appear as:

The Created Date/Time column displays From and To filter fields to return cases that were created within a time range. In the From field, type a beginning date or select the calendar icon and select a date in the calendar that appears. In the To field, type an ending date or select the calendar icon and select a date in the calendar that appears.

You can filter the Referring Facility and Preferred Facility columns to view all the facilities belonging to an enterprise group if the administrator has configured that information. If you select an enterprise group in the drop-down list, then only facilities belonging to that group appear in the Cases list. Enterprise groupings that do not have at least one facility associated with them do not appear in the drop-down list.

The result is that the following facilities appear in the column:

If the width of the column prevents all your search criteria from appearing, select the search field to expand it vertically and display all of the search criteria.

To see fewer returns in the returns list, do any of the following:

To see more returns in the returns list, do any of the following:

Delete all text in the search field to stop searching that column of the list.

In the box above the Referring Facility column, begin typing the name of the referring facility that you want to find and select it from the list that appears. You can combine searches in more than one column. For example, you can select "East End Medical Center" in the Referring Facility search box and "Pulmonary Fibrosis" in the Diagnosis search box. The results that appear are the cases that have both the referring facility East End Medical Center and a diagnosis of Pulmonary Fibrosis.

When the search results are returned, the column sorting is maintained. For example, let's say that the Cases list is sorted by Specialty and you search the Patient column for "Franklin." The results will return cases that have "Franklin" as a patient name, but the results continue to be sorted by Specialty. Because of this sorting, the patient Robert Franklin in the Cardio Thoracic specialty will appear before the Patient Allen Franklin in the Radiation Oncology specialty.