Add/Edit/Remove a Case Contact

Add/Edit/Remove a Case Contact

Once the Case is saved, you can Add/Edit Contacts on the Case Dashboard.

Add Contacts to a Case  

  1.   From the Patient Dashboard, select the Cases link.

  1. From the Cases screen, Select the Case ID.


      3. In the Contact panel, select the Add button.
      4. Enter the Contact information.
      5. Select Save [F2].

 

Edit Contacts on a Case

Any modifications made here will also affect their demographic record.
  1. From the Cases screen, select the Case ID.

  1. On the Case Dashboard, select the Edit Icon in the Contact panel.

  1. Modify the Contact Information.

  2. Select Save [F2].


    

Remove or Delete a Contact from a Case

If a Contact has changed on a Case, the Contact can be made Inactive or Deleted.

 

Make a Contact Inactive 

  1. On the Patient Dashboard, select the Cases link.

  1. Select the Edit icon on the Contact in the Contacts Panel.

  1. Deselect the Active check box.

  1. Select Save [F2].



Delete a Case Contact 

If a Contact is deleted, that person will be gone from the Case and the System with no history. It is recommended to Inactivate instead.

 

  1. On the Patient Dashboard, select the Cases link.

  1. In the Contacts Panel, select the Trash Can on the right on the Contact to delete.

  • The Contact will be deleted immediately from the Case and from the System.

  • You do not have to save the screen.


    • Related Articles

    • Edit an Existing Case and an Existing Authorization

      Edit an Existing Case From the Patient Dashboard Select the Cases link. Select the Case ID. Select the Edit link. From the Modify Charge Screen Select the Modify button on the Encounter Dashboard. Select the Case from the dropdown if it is not ...
    • Modify a Contact

      Modify a Contact Make Changes to the Patient Contact The Patient Contact can be added from the Patient Registration screen but can only be modified from the Patient Dashboard screen. On the Patient Dashboard, select Contacts. If this is a new ...
    • Add a Case and Authorization/Referral

      User Permissions to access Cases Cases can be added in multiple places in the System. Select this link: Cases and Authorization Overview. Case Panel Type: Choose from the dropdown or add your own by choosing Manage (See below for adding Case Types). ...
    • Add a Case for Workers Comp

      Workers Compensation Case Cases allow specific information for repeated Charges and Appointments per patient. Workers Compensation Policy The Insurance Profile for Workers Comp should be added first. See Workers Compensation Policy Profile. Add a ...
    • Case Dashboard

      The Case Dashboard is the overall view of a Case and the Authorization attached to it. Select the Modify link to edit the Case information. Notes Panel: Select the Notes link to Add a new Note, Delete or Modify an existing Note. Select the Add link ...