Case Dashboard

 User Permissions to access the features on the Case Dashboard

Case Notes Permissions

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

1. Select the Modify link to edit the Case information.
2. Notes Panel:

• Select the Notes link to 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: Select the Add link to add an Authorization.
5. Authorization Number: If an Authorization already exists, select the link to edit an existing Authorization
6. Details: This column displays the following:

• Primary/Secondary/Tertiary Authorization Number
• Effective Date: Date that this Authorization starts.
• Expiration Date: Displays the date the Authorization will expire if one has been entered.
• Days Left: Number of days left before the Authorization will expire.

• This only displays if an Expiration Date has been entered.

• CPTs that are attached to the Authorizaiton.
• Visits Authorized: Number of Encounters that can use this Authorization.
• Used Authorizations: Number of Encounters that are already attached to this Authorization.
• Future Authorizations: Number of Appointments where this Authorization has been attached but not yet attached to an Encounter.
• Remaining Authorizations: Number of Authorizations left to use.

• Authorized - Used - Future = Remaining

7. Case Claims: List of Encounters attached to the Case.

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

8. Case Appointments: Appointments that are attached to the Case.

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