Permissions Required: Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, PTA, Staff Therapist, or Therapy Student Permissions assigned in order to manage Case Info.
Other Case Items
The rest of the items on the right-click menu stay the same, regardless of which tab is selected.
Notes:
There are three types of notes in the Case Tab: the Case Note, the Reminder, and the Billing Note.
These notes are office notes and should not be confused with Therapist notes. These notes are beneficial for displaying miscellaneous information not included within the regular fields of the case. Adjusters information for WC cases, front office calling notes, cancellation notes, etc, can all be included here.
The Reminder note is identical to a case note with the exception that the note will pop up anytime the case is accessed or the patient is checked in on the schedule. Reminders are beneficial as a quick reminder of information needed from a patient, special payment arrangements, etc. This reminder will appear when the patient is checked in, reminding the front office that a special task needs to be completed for that patient.
The Billing note is available to billing personnel in the posting and insurance statusing screens and allows the billing personnel to have their own place for billing-related notes.
Other Menu Items
| View Transactions | Opens the Transactions dialog for this particular case. |
| Patient Payment | Opens the Patient Payment dialog which allows you to enter a patient payment. |
| Form Letter | Allows you to send or define a form letter, or view the History of forms sent to this patient. |
| Clone Case | Opens a dialog that will allow you to choose which parts of the case get copied into a new case. |
| Delete Case | Deletes the current case. This is only available if the case has never had any attachments or prescriptions added to it. |
| | Prints the current screen. |
| Refresh | Refreshes the case. |
| Close | Closes the dialog. |
To easily switch between cases, use the Switch Case feature in the upper right of the dialog. Type a case number directly into the text box, or search for a patient by clicking the ellipsis. To refresh without using the right-click menu, click the Refresh arrow.