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Version: 3.1

Create a resource request

Overview

This flow describes how to create a new resource request in Care. You start the flow from a patient's record.

Pre-requisites

  • You belong to a facility organization in Care.
  • The patient is registered in Care.
  • You open the patient from a facility.

Permissions

Note: Care does not have a dedicated permission for this action. Anyone who belongs to a facility organization can create a resource request. See Resource Request.

Steps

1. Open the resource request form

Open the patient from your facility. Select the Requests tab. Select Create Request.

Care opens the resource request form. Care links the new request to this patient. The form shows a Linked Patient note.

2. Complete the form

ComponentsWhat it captures
Facility for Care SupportThe facility that you ask for help. Required.
Is this an Emergency?Whether the request is urgent. Select Yes or No.
StatusThe current state of the request. Required. Care sets Pending as the first value.
CategoryThe kind of resource that you need. Required. Choose Clinical Care and Social Support, Comfort Devices, Medicines, Financial, or Other.
Request TitleThe short title of the request. Required.
Reason of RequestWhy you need the resource. Required.
Name of Contact Person at FacilityThe name of the person to contact about this request. Required. Select Fill My Details to use your own name.
Contact Person NumberThe phone number to contact about this request. Required.

3. Submit the request

Select Submit.

Expected Outcome

  • Care creates the resource request.
  • Care shows a success message.
  • Care opens the details of the request.

Concepts:

Flows: