There are two methods to create a new case for an existing patient. Method 1: 1. Navigate to List->Cases/Patients 2. Click Create 1. Search for the patient that would like to create a case for and click Search. 2. Find the case you would like to copy ...
Please visit our Default Value article to learn how to auto-populate this field Patient's Chart: Managing the place of service list: Where to go? 1. Users may add a new Place of Service under List->General->Place of Service 2. Once ...
Automating Discharges A case will automatically be discharged when a discharge note is complete. In order for this to work, the discharge document type must be marked as a discharge note type as seen below. Manually Discharging a Patient You are ...
Patient's Chart: 1. A Employer must be created in the system before adding to the patient's chart Where to go? 1. Users may manage their a employers under List->Employers. 2. Once under Employers, click Create or Make Inactive to ...
Deleting a Insurance from a patient's chart *If there is a active note on file and the user needs to delete a insurance, the "Effective from" date will need to be changed 1. Click edit to change the effective from date Edit Insurance: ...