Cases and Authorization Overview

Cases and Authorization Overview

Overview

Cases hold information to use for a patient's episode of care, generally for multiple Encounters and Appointments. Common uses include Authorizations, Workers Compensation, Hospitalizations, OB, DME, Accidents, and Pre-certifications which includes the corresponding Insurance Profiles.

Cases can be added from the Patient Dashboard, Post/Modify Charge screen, and the Calendar.

Cases and Authorizations

Patient Dashboard

  • Select the Cases link in the Balance panel.



Post/Modify Charge Screen

  • On the Post/Modify Charge screen, select Add New from the dropdown.



Appointment Dashboard

When scheduling an appointment, select the dropdown beside Case and choose Add New.


Accident Information 

Accident Information is required for Workers Comp Claims. There are also other times this information is used.

 

  • Employment: checks Yes in Box 10a adds EM to ANSI Loop 2300.

  • Auto Accident: Checks Yes in Box 10badds AA GA to Loop 2300.

  • Other Accident: Checks Yes in Box 10c and OA Loop 2300.

  • Employment and Auto Accident: Checks Yes in Boxes 10a and 10b and adds EM AA GA to Loop 2300.


Learn More

  1. Add Cases and Authorizations

  2. Add an Authorization Number without a Case

  3. Add an Authorization to a Case using Countdown

  4. Use Authorization without an Authorization Number

  5. Add a Case to an Appointment

  1. Add a Case for Workers Comp

  2. Delete a Case

  3. Skilled Nursing Facility Case

  4. Case Contacts

  5. New or Custom Case Types

  6. Add a CPT to a Case

  7. Cases for PCP Authorization

  8. Validation Error: The Insurance Profile on the Case


    • Related Articles

    • Add a Case and Authorization

      Add a Case and Authorization Cases can be added in multiple places in the System. Select this link: Cases and Authorization Overview Add a Case For this example, the Case is added on the Patient Dashboard. Select the Case link on the Patient ...

    • Cases for PCP Authorization

      Create a New Case Type: Choose from the dropdown or choose Manage to create you own. Description: Type the description of the new Case. Example: PCD REFERRAL LSF (Type of Referral plus Assigned Provider ID) Insurance Profile: Choose the applicable ...

    • Add an Authorization to a Case using Countdown

      Use the Countdown on an Authorization When the Countdown fields are used, a message will be displayed when the Case/Authorization is used on the Scheduling Appointment screen and on the Post/Modify Encounter screen. The fields that are available for ...

    • Validation Errors for Cases

      Insurance Profile The Insurance Profile on the Case (XXX) does not match the Insurance Profile on the Charge. You will not be able to save the screen unless: You change the Insurance on the Add/Modify Charge screen or on the Case; Use a Tag as an ...

    • Add an Appointment

      Prevent Creation of Simultaneous Appointments in the Same Slot To prevent Users from creating Appointments in the same slot, the System displays this message: Warning? User XXX is also editing this slot. Add an Appointment to the Calendar Select the ...