Viewing and printing a Transition Plan Summary

The Transition Plan Summary includes the transition plan details.

  • View the Transition Plan Summary details, which includes:
  • Reviewer name and date/time information
  • Criteria product and version
  • Transition Plan status
  • Selected criteria
  • Any reviewer comments you added
  • Optionally, customize the Transition Plan Summary by selecting or clearing options under Configurations:
  • Selected Criteria Only - shows only Transition Plan criteria you selected. Selected criteria appear with a check mark.
  • Selected Criteria in Context (default) - shows criteria you selected as well as the unselected sibling criteria points.

  • All Criteria - shows all the criteria for the Transition Plan.

    In addition to the above options you can select the following options:

  • Hide Criteria Status PDF only - hides the status in the Transition Plan PDF
  • Include Notes PDF only - shows the InterQual notes in the Transition Plan PDF
  • Print the Review Summary by selecting Print.
  • Depending on the options available, select Open or select Download PDF.
  • Use the PDF controls to print and/or save the PDF.
  • Continue with Copying Transition Plan results.