PERMISSIONS REQUIRED: Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, or Staff Therapist Permissions assigned in order to manage Case Binder.
Case Binder: Attachments
This tab looks and functions like the previous two tabs and allows you to specify a group of patients that will have their attachments visible between the cases in the group.
Patient Billing Group
| Add New Group | Allows you to add a new Group. |
| Edit Group | Allows you to edit the currently selected Group. |
| Delete Group | Deletes the currently selected Group. |
| Refresh | Refreshes the current screen and brings in any changes another user may have made while you were looking at the screen. |
| Close | Closes the screen. |
As with the Medications and the Patient Billing groups a case may only belong to a single Attachment group.
We feel that most of the time you will have a single group for each binder, but we can also envision a desire to break the groups up by discipline. The choice is yours.
Adding a new group works the same as the Medications and Billing Groups. Give the group a name, select the cases, and add a comment about the group, if desired.
Once cases are in a group, the attachments will appear as follows:
There is a Related Cases check box that when checked will show all of the attachments from the cases in the Attachment Group. Unchecking the box will cause only the attachments for this one case to be displayed.
NOTE: It is possible to “Flow Forward” from a form in one case to a new form in a different case.
This is available everywhere you can view attachments.