Refer Exams
User selects a 2507 request from the Request Date drop down list. All examinations on the 2507 Request are displayed but some may not be selectable. Only those exams for the selected 2507 request that can be contracted out will be enabled for selection (e.g., new, pending). All other exams are grayed out and are shown for informational purposes only.
There must be at least one contractor in the 2507 EXAM CONTRACTORS file (#396.45) to Refer an exam or to Resend the request. If no contractors exist in this file, then an error message will be displayed to the user informing them to contact their local CCR Administrator or IRM.
User can select one or more exams associated with the request to contract out. The user can also select the Contract out all available Exams attached to 2507 Request, to contract out all available (enabled), 2507 exams to the contractor.
Any remarks associated with the 2507 Request, to be forwarded to the contractor, should be entered in the word processing field. These remarks can be modified if needed prior to referring the exam(s). If the word processing field is empty, the exam(s) cannot be referred to the contractor.
Once one or more examinations are checked, a contractor is selected and remarks are entered, the user can click the Assign to Vendor button to proceed with the exam referral.