Correct a request (wrong patient)

When a request is entered on the wrong patient record:

  • Copy the request details and scanned documents.

  • Cancel the request on the incorrect record.

  • Add the request to the correct record.

Tip:

If any action has been performed on the request, do not proceed. See Correct an attendance, Correct a post processed event, or Correct a reported event.

STEP 1

Copy request details

  1. Open the incorrect patient record.
  2. Click to select the event on the Events screen.
  3. Click the Change button.

    4. The Event Details screen opens.

  4. Copy all the request information from the Event Details screen (referrer details, mobility, exam, clinical history, event comments).

    5. Important: Note the urgency.

    Important: Note the correct request date - if left blank on a new request, the system will default to the current day.

STEP 2

Export request card

  1. Open the incorrect patient record.

    2. This icon indicates a scanned document.

  2. Click to select the event on the Events screen.
  3. Click the Change button.

  4. Click the Documents button.

  5. Right-click the document.
  6. Select Save to local disk.

    7. A file explorer window opens.

  7. Navigate to your save location.
  8. Enter a file name followed by .jpeg.

    9. Cris supports jpeg, pdf, and tiff file types.

  9. Click the Save button.

Warning:

The (cancelled) event will remain on the incorrect record for audit purposes, but information about the other patient must not be kept on this record. Once you have transferred the image to the correct patient and event, delete the image from the incorrect patient record.

STEP 3

Cancel the event

Once you have copied all required information and any scanned documents, you can cancel the event on the incorrect record.

  1. Open the incorrect patient record.
  2. Right-click the event on the Events screen.

  3. Select Cancel.

  4. Enter in the Status Comment field “Event entered on wrong patient record”.

  5. Select the Booking Error radio button.

  6. Click the Booking Error button to save.

STEP 4

Create the event on the correct patient record

  1. Open the correct patient record.

  2. Use New Event and enter the request manually with the information from STEP 1.

Tip:

  1. Select Tools > Session > Back Log Mode.

  2. Enter a date.

  3. Enter the required information.

    4. The Back Log tab remains open, and all actions are logged as happening on the date you entered, until you cancel.

  4. Click the Cancel Back Log button to return to the present date.

STEP 5

Import request card

  1. Open the correct patient record.
  2. Click to select the event on the Events screen.
  3. Click the Change button.

  4. Click the Documents button.

  5. Click the Scan New Document button.

  6. Select the Load Image button.
  7. Select the Document Type REQCARD.
  8. Navigate to your document location.
  9. Select a file.
  10. Click the Open button.

    11. The request card now appears on the Scanned Documents tab for this event.

Warning:

The (cancelled) event will remain on the incorrect record for audit purposes, but information about the other patient must not be kept on this record. Once you have transferred the image to the correct patient and event, delete the image from the incorrect patient record.

System Administration: Event Correction

Correct orders

Unlink incorrectly linked orders.

Link an omitted order to a request.

 

Correct a request

Copy request details.

Cancel incorrect request.

Create correct request.

Export and import request card.

Move scanned documents

Export a scanned document (request card).

Import a document.

Correct an attendance

Undo attend on the incorrect patient.

Create and attend the event on the correct patient.

Correct a post processed event

Copy event details.

Undo attendance.

Move images.

Correct a Not Performed attendance

Re-attend the event on the correct date.

Ensure any images are reviewed and reported.

Correct a reported event

Copy event details.

Move images.

Resend report.

Update other systems

Update Order Comms.

Update PACS.

Delete an event / report

We do not recommend deleting events or reports.