Overview
The Request from Partners feature enables seamless cross-facility collaboration within the AllCare network. Facilities with partner contracts can now request services from each other directly through Task Management—enabling At-Home Healthcare providers and contracted facilities to coordinate patient care efficiently.Key Benefit: Streamline inter-facility communication and service requests without phone calls or manual coordination.
Interactive Visual Guide
📺 View Step-by-Step Visual Walkthrough
Click to open the interactive guide and follow along with each step of the Request from Partners workflow.
Who Can Use This Feature
This feature is available to facilities that have:- Active partner contracts with other facilities
- Task Management module enabled
- Appropriate user permissions for task creation
The “Request from Partners” button only appears when your facility has at least one active partner contract.
Quick Start
Get started with partner requests in under 2 minutes:1
Open Task Management
Navigate to Task Management in the main navigation
2
Click Request from Partners
Click the Request from Partners button in the header
3
Select Partner Facility
Choose which partner facility to send your request to
4
Select Patient
Search and select the patient from your facility who needs the service
5
Describe Your Request
Enter a description of what you need—AI will automatically fill in the details
6
Submit Request
Review the AI-suggested fields and submit your request
How It Works
Partner Request Workflow
Creating a Partner Request
When you create a partner request:- You select a partner from your contracted partner facilities
- You select a patient from your own facility’s patient list
- You describe the request in free text (e.g., “Patient needs wound care assessment”)
- AI automatically fills:
- Category
- Service type
- Priority level
- Suggested schedule
- Task is created directly in the partner facility’s Task Management
- Your facility appears as “Source” so partners know who requested the task
Viewing Partner Requests
A new “Requests from Partners” tab shows all tasks that partner facilities have requested from you.My Tasks
Tasks your facility created and manages
Requests from Partners
Tasks requested by partner facilities (read-only)
Request Flow Sequence
New Grid Columns
Two new columns help you track task sources:| Column | Description | Capabilities |
|---|---|---|
| Source | Shows which facility requested the task | Sort, Filter |
| Created By | Shows the user who created the task | Sort, Filter |
Task Visibility by Tab
Read-Only Mode for Partner Requests
Tasks in the “Requests from Partners” tab operate in read-only mode:View task details
Add comments to communicate with partners
Filter and sort tasks
AI-Assisted Form Filling
When creating partner requests, our AI assistant automatically suggests:Category
Category
AI analyzes your description and selects the most appropriate service category (e.g., “Wound Care”, “Medication Administration”)
Service Type
Service Type
Based on the category and description, AI suggests the specific service needed
Priority Level
Priority Level
AI evaluates urgency keywords in your description to suggest appropriate priority
Schedule
Schedule
AI suggests timing based on the service type and any time-related mentions in your description
Common Use Cases
At-Home Healthcare Requests
Facilities request home health services for patients transitioning to home care
Specialist Consultations
Request specialist assessments from partner facilities with specialized providers
Medication Management
Coordinate medication-related services between facilities and pharmacies
Care Coordination
Request care coordination services for shared patients
Best Practices
FAQ
Why don't I see the 'Request from Partners' button?
Why don't I see the 'Request from Partners' button?
Can I edit a task I requested from a partner?
Can I edit a task I requested from a partner?
No. Once submitted, the task belongs to the partner facility. Use the comments section to communicate any changes needed.
Why can't I edit tasks in 'Requests from Partners'?
Why can't I edit tasks in 'Requests from Partners'?
Tasks from partners are read-only to preserve the requesting facility’s specifications. You can add comments for communication.
How do I know which facility sent a request?
How do I know which facility sent a request?
Check the “Source” column in the task grid—it displays the requesting facility’s name.
Can I reject a partner request?
Can I reject a partner request?
Currently, you can communicate via comments. Task cancellation features are coming in a future release.
Troubleshooting
Partner dropdown is empty
Partner dropdown is empty
Cause: No active partner contracts exist for your facility.Solution: Contact your administrator to establish partner contracts.
AI not filling fields correctly
AI not filling fields correctly
Cause: Description may be too vague or ambiguous.Solution: Provide more specific details in your request description. Include the type of service, urgency, and any relevant context.
Can't find patient in dropdown
Can't find patient in dropdown
Cause: Patient may be inactive or enrolled at a different facility.Solution: Use the search function to find patients. Only patients from your facility appear in the dropdown.