Case Dashboard

The Case Dashboard is the overall view of a Case and the Authorization attached to it.

1. Case Panel

• Displays Case Information.
• Use the Modify link to change the details on the Case.

2. Notes Panel

• Select the Notes link open a list of Case Notes

• Add a new Note, Delete or Modify an existing Note.

• Select the Add link to add a new Note.
• Select the Note Date to Modify the Case Note and add or modify the Followup Date.

3. Contacts Panel

• Select the Add link to enter a new Contact.
• Select the Modify icon to edit an existing Contact.

4. Authorizations Panel

1. Select the Add link to add an Authorization.
2. Number: If an Authorization Number already exists, select the link to edit an existing Authorization
3. Encounters: Select the Encounters link to isolate the Claims and Appointments that are associated with the Authorization in the Case Claims and Case Appointments sections.
4. Details: This column displays the details that was entered on the Add/Modify Authorization screen, such as Effective Date, Number of Visits authorized, Number Used, Number Remaining.
5. Added: Date and Time the Authorization was added.

5. Case Claims Panel: List of Encounters attached to the Case.

• Select the Encounter number to navigate to the Encounter Dashboard.

6. Case Appointments Panel: Appointments that are attached to the Case.

• Select the Appointment Date to navigate to the Appointment on the Calendar.

7. Demographics Panel

• Patient Demographics and Contacts are displayed.
• Patient Demographics, Contacts, and Submission Names can be added or modified using the respective links.
• Forms can be printed.