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 ...
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: ...
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 ...
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 ...
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 ...