Skip to main content
All CollectionsPatient chartsCases
Creating custom case templates
Creating custom case templates
Updated over 8 months ago

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

  1. From the main menu, click Settings >Templates.

  2. Click the Case tab.

  3. 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

Did this answer your question?