Record an appeal in the health profile

Follow these steps to record or update an appeal.

  1. Click the search header link and display the person's health profile. The Person Overview screen appears.

  2. Click the Health link. The Health Profile screen appears.

  3. Click the Appeals tab. The Health Appeals List screen appears.  

  4. Click Add Appeals. The Appeal Details screen appears.

  5. Complete the required fields:

    Appeal Date
    Appeal Type
    Appeal Against
    Appeal Description
      

  6. Click the Care Coordination Note link to link this appeal to a specific health note. In the Care Coordination Note screen , select the note and click Save. You are returned to the Appeal Details screen.

  7. Complete additional details for this appeal.

  8. Click Save. You are returned to the Health Appeals List screen.

  9. Click Close to return to the Person Overview screen.

See also:

View health care health notes   

View a person's appeals in the health profile

Record a health profile