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.

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.

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.

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

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.

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

Adding a letter within a case is a similar process to Creating a Letter from the Patient Chart

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”

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