Add a new Patient Case to a patient when you need to start a new course of therapy with the patient that will have its own documents, reminders, and goals.
NOTE: Therapists will have access to Patient Cases associated with their service type. Only users with Admin permissions can Create new Patient Cases for the Clinic.
If a patient is returning for the same type of therapy after being discharged, you can either reactivate a previously used patient case, or add a new patient case:
- Reactivate a patient case to pick up where you left off the last time you saw the patient for that course of therapy. You can do this by scheduling a new appointment with that patient case.
- Add a new case to start with a blank slate of goals and reminders for the patient.
Add a New Patient Case to a Patient
- Open the Patient Chart. See Working in the Patient Chart for more information.
- Click the Cases tab.
- Click the +Case button.
- Click the Case dropdown to select a case.
NOTE: The dropdown list displays the case name and the service types associated with that case.
- Click the Save Case button.
- Add Patient Case details as needed.
- Click the Edit Case button to document Physician, Visit Frequency, Prescription Expiration Date, Start of Care Date, Last Assessment Date and Last Progress Note Date.
- Click the +Diagnosis button to document Diagnosis and Onset Date.
