Case Dashboard

Case Dashboard


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.

  1. 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.

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

  1. 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.

  1. Case Claims Panel: List of Encounters attached to the Case.
  • Select the Encounter number to navigate to the Encounter Dashboard.

  1. Case Appointments Panel: Appointments that are attached to the Case.
  • Select the Appointment Date to navigate to the Appointment on the Calendar.

  1. 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.


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