Understanding the various status and substatus changes in Caredove and in Ocean is essential for accurate referral management. This guide will help you navigate the different states a referral can be in Caredove and in Ocean, how they change, and what actions trigger these changes.
Referral Statuses and Substatuses
Initial Submission from Ocean
Ocean Status: Pending Booking
Caredove Status: Submitted
Caredove Substatus: <empty>
When a referral is first submitted from Ocean to Caredove by launching the Caredove form, it starts with a "Pending Booking" status in Ocean and a "Submitted" status in Caredove. Even if you update the referral, the status remains "Submitted" until you book an appointment or close the referral. Updating the substatus won't trigger any update to Ocean.
Ocean Status
Caredove Status
Caredove Substatus Selection
Caredove Substatus
Booking
Caredove Status: Booked
Caredove Substatus: Same as when Submitted
Ocean Status: Booked
When you book an appointment for the referral, its status changes to "Booked" in Caredove, with the substatus remaining the same as when it was "Submitted." This change triggers an update to Ocean. The status in Ocean will become "Booked."
Caredove Status
Caredove Substatus Selection
Caredove Substatus
Ocean Status
Unbooking
Caredove Status: Submitted
Caredove Substatus: Same as when Booked
Ocean Status: Pending Booking
If you unbook the referral, the status in Caredove reverts to "Submitted," with the substatus remaining the same as when it was "Booked". This action triggers an update to Ocean. The status in Ocean goes back to "Pending Booking".
Caredove Status
Ocean Status
Closure
When a referral is closed in Caredove (Caredove Status: "Closed"), the effect on Ocean depends on its substatus in Caredove:
Substatus in Caredove | Status in Ocean |
Admitted | Completed |
Outcome Not Recorded | Completed |
Ineligible | Declined |
Cancelled by Provider (Event) | Cancelled |
Cancelled by Registrant | Cancelled |
Service Declined | Cancelled |
Incomplete | Incomplete |
No Show | Cancelled |
Entered in Error | Cancelled |
Caredove Substatus Selection
Caredove Substatus Example
Ocean Status Examples (see details in the table above)
Important Notes
Changing the substatus of a "Submitted" referral won't trigger an update to Ocean.
Booking and unbooking referrals trigger status changes to Ocean.
Closure substatuses in Caredove have corresponding Ocean status changes.
Conclusion
Understanding the lifecycle of a referral, from submission to closure, along with the associated status and substatus changes, is crucial for efficient referral management. If you have any further questions or encounter specific scenarios not covered here, please reach out to our support team for assistance.