You are now able to create and manage various episodes of care for each patient. You can also associate each patient encounter to a specific case and track relevant case details over the course of treatment.

 

Note: To enable this feature for your practice, please contact our customer support team.

 

Once this feature is enabled for your practice, you can view the Case Management option in bookmarks pane on Dashboard and in left menu under the Patients section. To have this icon appear in your bookmarks, you must configure it from the User Profile screen.

 

When you click the Case Management icon Case_management from your bookmarks, the following screen will appear to add case details.

 

To add a Case:

 

1.Expand the ‘Add’ panel.
2.Enter the required information, such as Patient Name, Case Name, External Number, Therapist, Facility, and so forth.
3.Upon entering the details, click Save. Case is then added to the grid.

 

•To edit the case details, click the Edit icon edit_1.
•To inactivate the case, click the Inactivate icon Inactivate_Icon.
•To activate the case, click the Activate icon Activate_icon.
•To view complete case details, click the Case Details icon Case_management(2).

 

Once Case Details are added, they can be seen in Patient Demographics. If required, you can map the case details with appointments, encounters, and claims.

 

Case_management(1)