A Case is automatically created when a primary insurance is added to patient’s profile. However there are occasions where case needs to be manually created. Following are the steps for creating a case manually.
From Patient Demographics window click on Case button. The Case window opens up as follows.
To Add a new case click on the button. While adding a new Case, the system automatically generates a Name for the case. You can opt to keep the system generated name or change it according to your convenience.
Select a Case Type from the drop down.
Validate the date on which the case was created. The current date is automatically selected which cannot be changed.
Insurance field is automatically selected except when the patient has multiple Primary/Secondary/Tertiary insurance. For patients with multiple insurances, click on the drop down button in the Primary/Secondary/Tertiary box for the list of Insurance Companies associated with this patient
Choose appropriate fee schedule. Click on Save once all the required fields are entered.