Case Customization

Case Customization

Where to go?

Each practice may have unique information requirements for creating a new case within the QuickEMR system.  The Case Customization page allows you to select which fields are required in order to save the case within the system.

1. To get to the Case Customization, you will first need to navigate to Settings --> Case Customization.
2. Once there, select the checkboxes for which fields you would like to mark as required.  For instance, checking off Email Address and Employer will require the user to collect this information before saving the case within your QuickEMR system.




    • Related Articles

    • Updating Colors on the Appointment Book

      Where to go? Scheduler Settings 1. Click on the text field to update the colors for the respective flags. 2. Please visit our articles Case Color Codes and Appointment Status Colors for additional help.

    • How to allow patients to schedule online? (Scheduling Portal)

      Part 1 - Enable the Scheduling Portal Step 1: Navigate to Schedule Portal Settings 1. To enable the scheduling portal, navigate to Settings->Portal->Schedule Portal Step 2: Enable the Portal 2. Locate and mark the "Enable the Schedule Portal" ...

    • Benefit & Eligibility Checking

      QuickEMR now supports benefits & eligibility lookup for over 800 payers. This article describes the setup and usage of this new feature. Terms and Conditions for Use Warning! This feature will incur additional charges per transaction. By using this ...

    • Updating the Auto Code Generation Algorithm

      Code Generation *This is an example of where the code generation takes place as well as other various content types Adjusting the code generation: Where to go? 1. To adjust the auto code generation rules, this can be found under Settings->Code ...

    • QuickEMR Telehealth

      QuickEMR offers built-in telehealth integration with Zoom and Doxy, enabling your practice to connect with patients directly within the system. This means you can conduct telehealth visits without leaving the software. **Before you begin, you will ...