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 regarding an accident/ injury, social work, mental health treatment at a family practice.
The case settings are used to
Categorize the statuses of a case, and
Adding defined reasons for the closure of a case.
Please Note: Case Settings apply to ALL Case Templates.
1. General Tab
Case Closed Reasons:
If this field is left blank, users are able to enter a reason as free text
Case Closed Reasons must be separated by a comma (space is optional)
✅ Claim Paid, Case Dismissed, Patient recall, Deceased, Other
❌ Claim Paid/Case Dismissed Patient recall and Deceased or Other
Click Save Settings
2. Statues Tab
Statues are customizable based on the lifecycle of the cases your clinic has
“Closed” is a locked status as it is required to exist in order to close a case
Indicate what the initial status when creating a new case should be, by selecting it as “Default”
Click “Add Status” to add additional statues. You will be prompted to name the status and associate a colour.
🔥 Remember to save any changes made and refresh your browser to apply your changes
Last updated: February 2021