3. Link, Acknowledge and Unlink Service Requests

How to link a Service Request to an existing patient record

To determine if this patient exists in PathWays, click on +Start Assessment

In the window that opens, scroll to the bottom of the information displayed. If a Possible Patient Match exists in PathWays, they will be listed here.

Select this patient by clicking on the row next to their name. The row will highlight blue.  Then click Link to Existing.

In the window that opens, a new column appears capturing the patient details of the record the request has been linked to.

Scroll through the information to determine if there are any differences between the Request and the existing patient record in PathWays.

To pull the information from the Request into the PathWays record, use the Merge Contents button.

This action updates the patient record in PathWays with the information provided in the Service Request.

If further editing is required, use the pencil icon on the far right-side of the window.

By clicking on this icon, you are able to manually update the patient record in PathWays.

How to Acknowledge a Service Request 

After linking & merging a Service Request to an existing patient, click Next Step within the window.

In the window that opens, click on the Acknowledge button. This action formally accepts this Service Request.

It is also possible to Acknowledge the Service Request upon opening the request and using the blue Acknowledge button

Add any relevant comments into the window that opens and click Continue.

The Service Request tile status will update.

Note - Acknowledging a Service Request will simultaneously start a care type (referral) for the patient.

How to Unlink a patient record

If appropriate, you can unlink the patient by clicking on the Unlink Patient button.

 Confirm the action within the window that opens, by clicking on Yes.

The Service Request is now unlinked to the previous record. If no further possible patient matches are available, a new patient record must be created.