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: Cases
The first tab of the Binder is a list of cases that are in this Binder. With Binders cases are pulled into a Binder and not pushed. This means that you open a Binder and add a Case to a Binder, instead of starting with a case and selecting a binder for it to go into.
At the top of the Cases tab there is a place for a comment if you wish to write a note as to why the Cases are bound. This is optional and for your convenience. There is also a place for two External IDs. These are used when integrating with a 3rd-party system, such as a hospital billing system. (These are for display only and would be set automatically via the integration.)
The grid contains a list of all of the Cases in this binder.
Case Grid Columns
| Case ID | Case ID of the case. |
| Service Type | Service Type as set in the Case. |
| Active | Active / Inactive as set in the Case. |
| Patient | Patient Name |
| Guarantor | Guarantor Name |
| Attachment Group | The name of the Attachment Group to which this case belongs. See Attachment Groups later in this chapter. |
| Medications Group | The name of the Medication Group to which this case belongs. See Medication Groups and Lists later in this chapter. |
| Patient Billing Group | The name of the Patient Billing Group to which this case belongs. |
| Case Therapist | Case therapist assigned to this Case as set in the Case. |
| Clinic | The Clinic this patient is assigned to as set in the Case. |
Right-clicking on a case in the Case List brings up the following menu:
Case List Menu
| Move Case to this Binder | Brings up the Select Case screen and allows you to select a case to add to this binder. |
| Clone Case | Clones the currently-selected case in the case list and adds it to the binder. |
| Remove Case from Binder | Removes the selected case from the binder AND returns the case to the binder it was previously in. NOTE: A case must first be removed from any Patient Billing and/or Medications groups. |
| Edit Comment | Allows you to edit the Comment section at the top of the case list. |
| Open Case | Opens the currently-selected Case. |
| Open Transactions | Opens the transaction screen for the currently selected case. |
| 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. |