Delete a placement referral

If a placement request record was entered in error, you can delete it if the status is "In Progress" and no providers are linked to the request.

Delete a placement request record as follows:

1. From the Home screen, click the Case tab. The Case Workload screen appears.

2. Select the case you want to update. The Case Overview screen appears.

3. Click the Placement Request link in the main link menu. The Placement Requests screen appears.

4. Click the delete link for the referral you want to remove.

5. In the confirmation message, click OK. The record is deleted.