To edit the Case information of an existing patient, open the Search Patient screen from the Patient module and search for the patient whose case is to be edited by entering the Last Name, First Name, Home Phone, MR# or DOB.
Select the name of the patient from the list to open the Patient Information page as shown below.
Click on the Case option to display the Case screen as shown below. Existing cases will be displayed in the list above. Select the case you wish to edit from the list
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.
For patients with multiple insurances, click on the search button in the Primary/Secondary/Tertiary box for the list of Insurance Companies associated with this patient.
Choose the insurance from the list, the insurance details will immediately be updated.
Click Save button to update the changes to the case.