Using Case Templates
Updated over a week ago

In the CHR, cases can be used to segregate a portion of the patient chart to only include information relevant to a case. Cases can be used for a variety of reasons, some examples include insurance claims regarding an accident/ injury, social work and mental health treatment at a family practice.

You can create case templates specific to your needs. See the help article, Creating Custom Case Templates for more details.

Cases are available in both the Quick Menu Widget, and the Start/Open Tab from within the Patient Chart:

Note: if you are unable to see Cases under this section, click the gear icon at the top of the start/open menu to add Cases to the menu.

Overview of a Case

A provider can choose to either create a New Case or revise an Existing Case.

  • If your clinic only has one case template, it will automatically open your new case using the case template.

  • If you have more than one case template, you will be prompted to select which type.

A Case

Each case is made up of numerous components to document various parts of a case.


  • Users can select from a dropdown list that was created specifically for this template

  • Free-text is not available if a drop down list is provided

  • If no issues were created for the template, free text is available.

Assigned Provider

  • Only “practitioner” users will be available in the drop-down menu

  • If the creator of the case is a practitioner account, it will default to that user.

  • If the creator of the case is a staff account, it will default to blank.


  • Users can select from a dropdown list of statues

  • Selecting a status of “closed” will prompt a new dialog box to open.

Dialog Box Name:

  • A reason for closing can be free typed if none are configured for the account

  • If a drop-down is available, a reason for closure can be selected (To add reasons to the drop down list, this can be modified by navigating to Settings > Case > Reasons for Closure)

  • Closing date will default to today’s date. This can be modified by clicking the down arrow, and selecting the appropriate date from the calendar.

  • Closed cases can be re-opened by changing the status from Closed to any other status available

Case Data

  • Data points listed are created specifically for the cased template you are using

  • Data can be updated by clicking the data point you wish to update.

  • Data points cannot be pulled into other areas of the chart or within the case.


  • Providers can link existing encounters, or start a new encounter

  • Starting a new encounter from the case allows you to perform most actions that can be done within a typical encounter but in this case, it is all tied to this case.

Overview of an Encounter Note (Sections of a Case Encounter note: Qnaires, History, Forms, Follow-up Qnaires)

  • Multiple Encounter notes can be associated with a Case


  • Clicking on "Add attachment" button, you can upload files from your device and tag the files into different categories, like lab, radiology, consults, etc:


  • Only attachments uploaded from your computer can be linked to a case.

  • Existing files in the patient chart cannot be linked to a case

  • If a form is required for the case, create this within an encounter started from the case

  • Any attachment uploaded to a case is automatically included in the Start/Open>Patient Files



  • Click “New Observation” to create a new line

  • Click an existing Observation to make any edits

  • Click X on an existing Observation to delete

  • Creating a New Observation:

  • A provider can select the Observation type from the drop down list. Options that are listed were created within the Case Template in Settings > Templates > Cases

  • Select a Start and End date is applicable. (N/A will appear if no date is selected)

  • Details is a free text box that is optional


  • Comments can be added manually by typing in the comment field and clicking “leave comment”

  • There are several automated comments

1. If a case is assigned to a provider, an automated comment will appear:

2. If a status is changed, an automated comment will appear:

3. If a status is changed to Closed, an automated comment will appear:

Last updated: February 2021

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