Permissions Required: Clinic Staff must have Administrator Permissions assigned in order to manage the General Information Module.
General Information: Case
In this article, we will break down the Case section found within the General Information tab. You can follow the article or jump to the section needed below.
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Account Types
Account types are used to define a type of account for the purpose of again and identification.
A right-click opens the menu shown below.
Account Types
| Add | Adds a new account type. |
| Edit | Allows you to edit the currently-selected row. |
| Delete | Deletes the currently-selected row. |
Note: Deleting an Account Type does not affect any cases currently assigned to that account type; new cases, however, will not be assignable to a delete type.
Case Custom Info
Case Custom Info allows you to add your own data fields to the case dialog. This is useful when you wish to store certain information about a case but do not want to have it get lost in a case note. For example, you may want to have a field for a Case Worker assigned to your patient’s case. Since we do not currently have a field for Case Worker, you could add one in the Case Custom Info area of the case dialog.
Right-clicking the list provides you with the following menu:
Case Custom Info
| Add | Adds a new customer info field. |
| Edit | Allows you to edit the currently-selected row. |
| Delete | Deletes the currently-selected row. |
These fields are available to use in the Alerts system (see Chapter 25 for details). Take care to create unique Case Custom Info fields. For instance, use Address1 and Address2, instead of two Address fields. Also be sure not to use special characters, such as -, *, etc.
Important: Deleting a Case Custom Info field will also delete the information from the patient’s case. THIS IS NOT REVERSIBLE, AND THE INFORMATION IS IRRETRIEVABLE.
Case Flags
Case Flags are used in the Case module. Any number of flags may be defined and used within a case.
A right-click opens the menu shown below.
Selecting Add allows you to type in the name of the new case flag. New case flags will then be available for use in all cases.
Note: Deleting a case flag will remove it from all cases, and it will not be available for future use.
Service Types
Each case may be assigned a service type. This service type is displayed in several reports and will display in the Case Select dialog when searching for a patient. This is useful if you have two separate cases, one each for PT and OT. You may define as many different service types as are necessary.
Right-clicking the list provides you with the following menu:
Choosing Add allows you to add a new Service Type.
Deleting a Service Type will make it unavailable for use with future cases but will still appear if currently assigned to a case.