In Settings > Case you can configure reasons for a user to choose when they close a case and you can configure case statuses to help manage your cases.
📌 Note: Case settings apply to all Case Templates.
Steps to configure case closed reasons
From the main menu, click Settings > Case > General.
Click the Case Closed Reasons field.
If you want a user who closes a case to type their own reason:
leave the field blank.
If you want everyone at your clinic to choose from a list of reasons:
type each reason separated by a comma, or enter them as separate lines by pressing Shift+Enter {Return} after each reason.
e.g., Claim paid, Case dismissed, Patient recall, Deceased, Other
Click Save Settings.
Steps to configure case statuses
From the main menu, click Settings > Case > Statuses.
To create a new status, click Add Status.
Choose a name and colour for the status.
Click Save.
📌 Note: The Default status is the status a new case starts in. To change which status is default, click Default to the right of it.
To edit a status, click it and update the available fields.
To delete a status, select the X to the right of it.
You cannot delete the Closed status but you can rename it.
Updated October 19, 2023