You can use cases to single out patient chart data relevant to a specific situation, or case, for example insurance claims regarding an accident or injury, social work or mental health treatment at a family practice.
📌 Note: If you do not see Cases, click the gear icon at the top of the Start/Open menu to add it.
Steps
From the patient's chart, click Start/Open > Cases, or from the Quick Menu, click Cases. The Cases section opens.
To start a new case, click New Case at the top-right corner, or click the + icon beside Cases in the Quick Menu. To revise an existing case, select it from the list of cases.
📌 Notes:
You can create case templates specific to your needs. Refer to Creating custom case templates.
If your clinic only has one case template, it opens automatically.
If you have more than one case template, you are prompted to select the template.
Each case is made up of different sections to document the various parts of a case. The different sections are:
Issue
Select an issue from a list specific to the template you are using.
Free text is not available if a list is provided.
If there are no issues for the template, free text is available.
Assigned Provider
Only providers show in the list.
If the creator of the case is a provider, they are selected by default.
Status
You can select from a list of statuses.
Selecting Closed will prompt the Confirm Status Change window to open.
Confirm Status Change window
Select a reason for closing in the Closing reason field. If you do not have any reasons configured, you can enter a reason as free text.
💡 Tip: To add reasons to the list, refer to Case settings.
Closing date defaults to today’s date. To change the date, click the Closing date field and select the appropriate date from the calendar.
Closed cases can be re-opened by changing the status from Closed to another status.
Case Data
Data points listed are created specifically for the case template you are using.
Data can be updated by clicking the data point you wish to update.
You can't pull these data points into other areas of the chart or case.
Encounters
You can link existing encounters, or start a new encounter.
Starting a new encounter from the case allows you to perform most of the encounter actions but it is tied to the case. For more information on encounter notes, refer to Overview of an encounter note.
Multiple encounter notes can be associated with a case.
Attachments
You can upload files from your device and tag the files into different categories, for example lab, radiology or consults. To add a file, click Add Attachment.
📌 Notes:
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.
All attachment are automatically included in the Patient Files section of the patients chart.
Letters
You can add a letter to a case in the same way as you normally do. For more information, refer to Creating a letter from the patient chart.
Observations
Click New Observation to create a new line.
Click an existing observation to edit it.
To delete an observation, click the X.
To create a new observation, click + New Observation.
In the Observation Dialog window, select the Type from the list.
💡 Tip: To add types to the list, refer to Creating custom case templates.
Select a Start and End date.
💡 Tip: If no date is selected, N/A appears.
If required, add any additional information in the Details field.
Click Save.
Comments
To add comments, type into the Comments field and click Leave Comment.
There are several automated comments:
If a case is assigned to a provider, the following comment appears:
If a status is changed, the following comment appears:
If a status is changed to Closed, the following comment appears:
Updated February 22 2024