Permissions Required: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, Front Office Assistant, Operations Manager, PTA, Staff Therapist, Therapy Student, or Therapy Technician Permissions assigned in order to manage Cases.
Cases: Introduction
The patient case contains all information regarding each unique patient demographics, payments, visits, insurance, therapist notes, etc. Right-clicking displays menus enabling the information to be edited. The lower half of the right-click menu will remain the same, while the top half changes based on the tab currently selected.
The Case dialog is divided into three sections: demographics information in the top half, a row of buttons in the middle, and the rest of the case information in the lower half. The Case contains all of the biographical information as well as the diagnosis, prescriptions, payment schedule, and the patient’s insurance information.