What are Patient Cases?
Patient Cases are where Therapists document progress toward therapy goals. Patient Cases may be associated with a single service type or multiple service types (Shared Patient Cases). Shared Patient Cases allow therapists with different service types to work together on evaluations and document progress on the exact same patient goals.
I am a clinic admin. Do I need to set up Patient Cases for my clinic right away?
No. The system will create Patient Cases for every service type that the clinic is currently using and associate these with patients that had data or appointments with those service types. For example, if a patient has documentation for OT and PT, and/or appointments scheduled with each of those service types, the patient will have a patient case for OT and a patient case for PT in their chart. Admins will have the ability to set up additional Patient Cases for their clinics as needed.
I am a Therapist with existing patients. Do I need to add a patient case to current patients in order to keep working?
No. Your patients will already have Patient Cases for your service type, and all of your patient's existing therapy information will be converted into those Patient Cases. Instead of seeing separate therapy sections for all service types under the Therapy Tab, you will see a Patient Case with your service type for your patient under a new Cases tab.
I'm a therapist with a new patient. Should I add separate Patient Cases to the patient for every aspect of therapy I am providing?
No. Since each patient case is associated with it's own documentation, evaluations and reminders, setting up too many different patient cases could be overwhelming. In general, starting a new patient case often makes sense when you are documenting an entirely new course of therapy, but it's not necessary to add separate patient cases for every individual aspect of a patient's therapy.
Do patient cases affect scheduling?
An appointment needs to be scheduled with the appropriate patient case so the correct information is pulled into the documents for that appointment. When a patient has multiple Patient Cases, the scheduler will be able to select the appropriate patient case from a dropdown list of that patient's cases.
NOTE: Appointments are always scheduled with a therapist or therapists from one service type, even if the patient case is associated with multiple service types.
Do patient cases affect the waitlist?
No. The service type of an appointment is determined by the primary therapist's service type.
Can I view Patient Case information in Legacy and Insights Reports?
New Insights: Several New Insights Reports report on or reference case-specific information, rather than service-specific information, and can be filtered by case.
- There is a Cases report source (formerly the Therapy Details report source) that includes a case field and can be filtered by case.
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The Appointments and Claims report source has a case field and filter, and charts can be grouped by case.
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The Patients report source references cases instead of services in relevant fields.
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The Charges report has a case field and filter, and references cases instead of services in relevant fields. Charts can be grouped by case.
- The Payers report has a case filter.
Legacy Insights: Legacy Insights reports function but do not pull in patient case information.
- The Therapy Details report source functions but the service column will be blank for any new cases added to patients. Use the Cases report source in New Insights to pull the same data contained in these report sources, including case information.
Can our clinic use patient cases to eliminate the need for duplicate patients or duplicate users?
Yes. See Use Patient Cases to Transition Away from Duplicate Users and Duplicate Patients.