Cases are used to segregate a portion of the patient chart to only include information relevant to a specific case. For more information, refer to Using case templates and Case settings.
Steps
From the main menu, click Settings >Templates.
Click the Case tab.
Click Add Template.
A Case Template Dialog window opens. You can customize the following fields:
Name (Required)
This is the category of the case, for example insurance claims or social work.
Issues
Provides the same basic function as presenting issues.
Issues are specific to the case template.
Issues must be separated by a comma (spaces are optional).
For example: Motor Vehicle, Cyclist, Pedestrian
Observation Types
Observations can be used to make notes of changes, or updates throughout the lifespan of a case.
Observations are specific to the case template.
Observations must be separated by a comma (spaces are optional).
For example: Risk,Update,Other
Case Data
Works the same as patient data, but is exclusive to cases.
Case data is specific to the template it is created in.
Case data cannot be linked elsewhere in the patient chart.
When configuring Case Data, a new Edit Property window opens:
Example of configured case data:
Insurance Information
Insurance Name = Plain Text
Policy Number = Plain Text
Insurance Expiry = Date
Important Case Dates
Date of Injury/illness = Date (Past only)
Date off Work = Date (Past and Future)
Date of Referral = Date (Past only)
Closure Reason
Claim Outcome = Multi-select (Settlement Reached, Dismissed, Declined to Proceed)
Updated February 21, 2024