Add/Modify/Remove a Case Contact

Add/Modify/Remove a Case Contact

Once the Case is saved, you can Add/Modify 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.

  1. In the Contact panel, select the Add button.

  1. Contact Panel: Enter the Contact Name.
  2. Additional Info Panel: Enter Contact's address or copy from the Patient.
  3. Contact Info Panel: Enter Phone/Fax numbers, Email address, and Reminder Preference, if applicable.
  4. Note Panel: Enter an Internal Note if needed.
  5. Select Save [F2].


Modify Contacts on a Case

 Any modifications made here will also affect their demographic record.


  1. Select the Cases link on the Patient Dashboard

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

  1. On the Case Dashboard, select the Modify 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 Modify icon on the Contact in the Contacts Panel.

  1. Deselect the Active check box.
  2. Select Save [F2].


Delete a Case Contact

Alert
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 need to save the screen.








    • Related Articles

    • 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). ...
    • Modify an Existing Case and an Existing Authorization

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

      On the Patient Dashboard in the Demographic panel, select the Contacts link. Select the Add button. Any changes made on the Modify Contact screen will change the Person's Demographic Record as well. Patient Relationship to Contact: Choose the ...
    • Modify/Delete a Guarantor

      Update an Existing Guarantor On the Patient Dashboard, select the Guarantor's Name. Select Modify. Make modifications. Select Save [F2]. If the default Guarantor's address was changed, you will be prompted with the option to change the patients' ...