Saving and completing a Transition Plan

Follow these steps to add a transition plan.

You can save and complete a transition plan at any time as you create it.

Save a transition plan

Saving a transition plan retains the details. You can continue to work on a saved transition plan or retrieve and update it at a later time.

• From the Medical Review screen or the Review Summary screen, click Save Review.
• Optionally, continue working on the same transition plan, create a new one or, alternately, click Menu and return to a previous screen and select an option from the navigation pane.

Complete a transition plan

Completing a transition plan saves and locks it. You can later retrieve it and view its details, but you cannot make edits.

• From the Medical Review screen or the Review Summary screen, click Complete.

  A message appears indicating that the transition plan will be locked and cannot be edited.

• Click Yes or No, as appropriate.

  The transition plan is marked as complete with a date/time stamp.

  Note: You can later retrieve the transition plan and view its details; however, if you try to edit it, a warning message indicating that you cannot edit the review appears.