A case is a mapping between the patient’s insurance and an encounter.
Before adding a case, Patient Information and Insurance information must be completed.
Click the Case option to open the Case window as shown below.
The details of the case like Name, Type, Status, Start Date, etc are automatically filled in except when the patient has multiple Primary/Secondary/Tertiary insurances. The Name of the case is given for your easy reference, you can change it or opt to keep the system generated name.
If you wish to add additional information related to the case like Associations, Condition, Accident, Diagnosis, etc click on the Others tab otherwise to create a case using the basic information, click on the Save button.
Under the Others tab, enter the following information:
Click the Save button to create a case, the case will be displayed as shown below.