A Case is a mapping between a patient’s insurance and an encounter. A case is automatically created when primary insurance is added to the patient’s profile. However, there are occasions where a case needs to be manually created. The following are the steps for creating a case manually. Before adding a case, Patient Information and Insurance information must be completed. The following are the steps for creating a case manually.
1. Select Patient from the main menu and search for the patient in the Patient Search screen to open the Demographics page (see Image 1).
2. Click the 
button to open the Case window, as shown in Image 2.
3. Click on 
button. On clicking the button, the new case information can be entered in Main tab. The fields marked with * are mandatory. These are Name, Start Date, Type, Primary, and Fee Schedule. The Name, Type, Status, Start Date, etc. are automatically filled in except when the patient has multiple Primary/Secondary/Tertiary insurances. The system generates a name for the case; you can change it or opt to keep the system-generated name.
4. If you wish to add additional information related to the case like Associations, Condition, Accident, Diagnosis, etc., click on the Others tab.
Under the Others tab, enter the following information:
| Association |
| a) Enter the POS (Place Of Service) and the Service Location. |
| b) Select the Rendering Provider and Supervising Physician from the lists provided. |
c) Click on the  button to add a new Referring Provider. |
| d) Choose the PCP by entering the name and selecting it from the list. |
| e) Enter the details of the Employer and Attorney if required. |
| Condition |
| a) If the patient is unable to work, fill out the Patient Unable to Work From and To dates. |
| b) Enter the Adm. Date From and Adm. Date To if required. |
| c) Also, enter details of the Last X-ray Type and Last X-ray Date. |
| d) If relevant, key-in the Date of Pregnancy (LMP). |
| e) Also enter details like Last Seen Date, Initial Treatment Date, Onset Date of Current Illness and Similar Illness Onset. |
| Accident |
| Enter details related to accidents here like Employment-related, Auto Accident, Other Accidents etc. |
| Attachment Information |
| Enter details like Control Number, Type Code, and Transmission Code |
| Diagnosis |
| If required, add diagnosis for a case, click on the D1 box, and select the required diagnosis. You have the option to add up to eight diagnoses from this screen. This diagnosis can be changed if required while entering charges. |
5. Click the Save button to save the case; the case is displayed, as shown in Image 3.
