Flag request as Exception

Why flag a request?

Unlike Holds, which keep you in control of a request, an Exception means:

o I can’t fix what’s wrong;

AND

o Someone else needs to deal with it.

An Exception request is still “alive.”

Correspondence closes the request and forces the requester to send a new Request Letter.

If there’s really a problem with WHAT the requester asked for or HOW they presented the request, Correspondence may be the right choice.

When you use the Flag as Exception command, you must choose the appropriate Exception Reason:

Logging Exception Reasons	Fulfillment Exception Reasons
Field Input Required	Billing
Invalid / Incomplete Request	Clinic
Non-ROI	Cross-Coverage
Patient lookup failed *	Fulfillment Supervisor Review
Potential Duplicate	HIMD Review
Required Information: Illegible	Internal Department
Required Requester ID: Missing	Microfiche / Microfilm
	Offsite Copy Service
	Patient In-House
	Patient lookup failed *
	Physician Approval
	Quality Control
	Storage

* only at sites that use the Patient Lookup option.

1. Click the Flag as Exception button.

2. In the Flag as Exception window:

a. Select the Exception Reason.

b. Provide more information in the Comments field.

c. Click Exception and Next. You can also choose Exception and Close by clicking the Down arrow.

3. The request is flagged as an Exception.

a. If the request was in Fulfillment, any Medical Records that were already attached will be transmitted to Ciox Health.

4. The Request Status changes to:

a. Logging Exception

b. Fulfillment Exception

Logging Exception

Fulfillment Exception

1. Do NOT click the Remove Exception button as soon as you open the request.

2. Make your updates, which may include attaching documents, changing data entry field values, etc.

3. Click the Remove Exception button.

4. On the Remove Exception window, enter information in the Comments field, then click Remove and Next.

1. Make your updates, which may include attaching documents, changing data entry field values, etc.

2. Submit the request.

3. On the Remove Exception window, enter information in the Comments field and click Submit and Close.