In the CHR, cases can be used to segregate a portion of the patient chart to only include information relevant to a specific case.
Cases can be used for a variety of reasons, some examples include insurance claims made to ICBC regarding an accident/ injury, social work, mental health treatment at a family practice.
Setting up Custom Case Templates
Navigate to the the Settings Menu, click on the Templates Button
Click on the Case tab
Click on the Add Template Button
A Case Template Dialog window will open. You can customize the following fields:
1. Name (Required Field)
This indicates what the category of the cases should be (e.g. Insurance Claims, Social Work)
2. Issues
Provides the same basic function as Presenting Issues within the CHR
Issues are specific to the Case Template
Issues must be separated by a comma (space is optional)
✅ Motor Vehicle, Cyclist, Pedestrian
❌ Motor Vehicle Cyclist and Pedestrian
3. Observation Types
Observations can be used to make notes of changes, updates, etc. throughout the lifestyle of a case
Observations are specific to the Case Template
Observations must be separated by a comma (space is optional)
✅ Risk,Update,Other
❌ Risk &Update + Other
4. Case Data
Works the same as Patient Data, but is exclusive to this cases
Case Data is specific to the template it is created in
Case Data cannot be linked elsewhere in the patient chart
💡 Remember to always save your work and refresh your browser to see applied changes made.
An Example of a Case Data Template (ICBC)
Insurance Information
a. Insurance Name = Plain Text
b. Policy Number = Plain Text
c. Insurance Expiry = Date
Important Case Dates
a. Date of Injury/illness = Date (Past only)
b. Date off Work = Date (Past and Future)
c. Date of Referral = Date (Past only)
Closure Reason
a. Claim Outcome = Multi-select (Settlement Reached, Dismissed, Declined to Proceed)
Last updated: February 2021