Case and encounter are co-related and relates the patient insurance (Patient himself)to each bill items ( Encounter). Hence you can find the case and encounter listed in Edit charges.

From the Main Menu, select Charges and click on Edit charges to open the Edit charges page.

When the Edit charge page opens up, click on the patient field and enter either the patient name or MRN# to search patient. As you type the patient details, a list of patients appears as a drop-down list. Select the Patient.

Once the patient is selected, the Case details of the patient will be displayed in the Case Encounter list.

Click on the required case from the list, the Case Sheet for the selected case will appear on the right pane as shown below.

The information in the Case Sheet is classified under five tabs:

• Case
• Patient
• Guarantor
• Insurance
• Diagnosis


Under this tab, the details of the particular case like Case Type, Case Number, Case Status, Total visits, Total Balance, etc are displayed as shown in the image below.


Under this tab the details of the patient like Last Name, First Name, MR#, Address, Phone numbers, etc will be displayed.

The icons on the right have the same functions as described above.


Under this tab, the details of the Guarantor of the patient like Relationship to Patient, Status, Address, Phone numbers, etc.


Under this tab, the Insurance details like Insurance Name, Plan Name, Balance, etc are displayed.


Under this tab, the diagnosis for the patient is displayed.

The icons provided in this sheet have the following functions.

This is the Edit Case button. Clicking this button will take you to the Edit Case window where you can edit the required details of the Case.

This is the Add Activity button. Clicking this button will open the Add Activity window where you can add any activity notes. For eg. details of any changes that have been made using the Edit Case button etc.

This is the View Activity button. Clicking this button will open the View Activity window which will display the details of all the entered activities.