Creating a new case for an existing patient? (Cloning a case)
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 and click Clone Case.
Method 2:
1. Navigate to List->Cases/Patients
2. Search for the patient's case
1. Find the case information tab
2. Click New Case
3. Input the required Data and click Continue
New Case Creation
The patient and insurance information will be carried over to the new case.
All associated cases will be linked to the patient profile and can be accessed using the drop down menu in the green summary box.
Related Articles
Cases and Patients Overview (Adding a new patient)
Where are my cases and patients listed? 1. All patients and cases created in the system can be found under List-> Cases/Patients This list allows you to directly select and view a patients Case or any of their Notes within the case. The report will ...
Case - Patient Allergies
On the Patient tab within the patients Case, there is a section labeled Patient Allergies. Here, you can specify any specific allergens, reaction to the allergen, and its severity. These allergies will be displayed as a Form Notice when the patient ...
Manage or Create a Case Type (Case Info)
Patient's Chart: 1. A case type can be added to a patient's chart under Case Info Where to go? 1. Users may manage their Case Types under List->General->Case Types 2. Once under Case Types, Click Create or Make Inactive to delete ...
Manage or Create a Case Manager
Patient's Chart: 1. A Case Manager must be created in the system before adding to the patient's chart Where to go? 1. Users may manage their case managers under List->Case Managers 2. Once under Case Manager, Click Create or Make Inactive to delete ...
Manage or Create a Work Status (Case Info)
Patient's Chart: 1. Work status can be selected for a patient's chart under the Case Info tab Where to go? 1. Users may manage their work statuses under List->General->Work Status 2. Once under Work Status, Click Create or Make ...