Initiating/Requesting a Review for a Plan of Care in the Content Manager

You can set up a plan of care so that it may be reviewed by other users in the environment. You can send a request via e-mail to selected users asking them to review your plan of care. To initiate this review, you must change the status of the plan of care to Review and then publish the plan of care to ViewSpace so that it is accessible to non-AuthorSpace users in the environment.

To initiate the review of a plan of care, complete the following steps:

1. In the Content Manager, click the Make Reviewable link. This changes the status of the plan of care to Review. Once the plan of care has this status, comments/feedback from reviewers may be added, pertaining to the entire plan of care or to a specific order item within the plan of care. To add comments, see Adding a Review Comment to a Plan of Care in AuthorSpace.
2. Select the Publish to ViewSpace check box. This publishes the plan of care to ViewSpace so that it is accessible to non-AuthorSpace users in the environment.
3. To request a review, click the Request Review link at the top of the screen to open the Request Review dialog box. Complete the fields in the dialog box.
   • Specify the return e-mail address in the From field. This is the e-mail address of the AuthorSpace user initiating the review request.
   • Specify the reviewer. Click To and select one or more reviewers from the system address book, or click New Reviewer to create a new reviewer in the New Reviewer dialog box. See New Reviewer Dialog Box.
   • Compose a message to the reviewers in the Message text box.
     Click Send to send the request via e-mail to the specified reviewer(s). The e-mail includes a link to the plan of care. The e-mail request also lists all individuals to whom a review request was sent, and the e-mail address of the user who initiated the review request.
     The system validates whether the AuthorSpace user initiating the request has an e-mail address in the system. If the user does not have an e-mail address in the system, a warning message appears prompting the user to add an e-mail address before making the review request.

To check the status of the review, refer to the Review Status section of the Content Manager screen. See Checking the Status of a Review for a Plan of Care in the Content Manager.

© 2014 Zynx Health Incorporated. All rights reserved. Help published December 2014