Create and Manage Cases

This article explains how to add one or more cases to a patient record. This allows you to associate multiple cases with a patient, rather than adding a patient for each new case.

To perform the following procedures, open the Patient Manager.

Create a Case

1. Select a Patient from the list on the left.
2. Click on [View Cases] or anywhere in the bottom-left inside the Cases box.
   The right side of the Patient Manager changes to display case information.
3. Click [New Case] on the toolbar.
   The New Case Wizard opens.
   
4. Click Next, then enter a Case ID and select a Case Type (Private, EHC, MVA, Slip & Fall, WSIB, or OHIP).
5. The Intake Date defaults to the current date, change it if necessary. Optionally, choose the Referral for the patient case.
   
6. Click Next and enter information about the patient’s Family Doctor.
   
7. Click Next and enter information about the patient’s Legal Representative (for all but WSIB cases).
   
8. Complete the fields specific to the Case Type, as described in the table below, then click Finish.

Print Folder Label

Folder labels can be printed for Avery® 2224 file folder labels.

1. Select a Patient from the list on the left.
2. Select the Case for which you want to print a Folder Label.
3. Click the arrow next to [Print] on the toolbar and select Folder Label.
   The Patient Folder Label window opens, pre-populated with information from the Patient Record.
   
4. Choose whether you want the Label to show the Patient ID or File (case) number.
   Note: By default, patient information is printed three times per Label. If necessary, choose one or two Positions to print.
5. Click Preview.
   A preview of the Folder Label opens, from here you can print the Label or export it to PDF.

Print Rehab Patient Case Profile

1. Select a Patient from the list on the left.
2. Select the Case for which you want to print a Case Profile.
3. Click the arrow next to [Print] on the toolbar and select Case Profile (Rehab).
   A preview of the Patient Case Profile opens, pre-populated with information from the Patient Record, from here you can print the Label or export it to PDF.

Print Assessment Patient Case Profile

1. Select a Patient from the list on the left.
2. Select the Case for which you want to print a Case Profile.
3. Click the arrow next to [Print] on the toolbar and select Case Profile (Assessment).
   A preview of the Patient Case Profile opens, pre-populated with information from the Patient Record, from here you can print the Label or export it to PDF.

Print Fax Cover Page

1. Select a Patient from the list on the left.
2. Select the Case for which you want to print a Fax Cover Page.
3. Click the arrow next to [Print] on the toolbar and select Fax Cover Page.
   The Select Fax Type window opens.
   
4. Select the appropriate Fax Type and click Open.
   The Fax to… form opens.
   
5. Enter whatever additional information is needed for the fax, then click Preview.
   A preview of the Fax Cover opens, pre-populated with information from the Patient Record, from here you can print the Fax Cover or export it to PDF.

Deactivate and Reactivate Case

1. Select a Patient from the list on the left.
2. Select the Case you want to deactivate or reactivate.
3. Click [Edit Case] on the toolbar.
4. Change the Status to Active or Inactive.
5. Click [Save Case] on the toolbar.

Edit Case Details

1. Select a Patient from the list on the left.
2. Select the Case you want to edit.
3. Click [Edit Case] on the toolbar.
4. Make the necessary changes and click [Save Case] on the toolbar.

Delete Case

Note: You are required to enter user password and have appropriate permissions in order to delete a case.

1. Select a Patient from the list on the left.
2. Select the Case you want to delete.
3. Click [Delete Case] on the toolbar.
4. Click Yes when prompted.