Cases and Authorization 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, the Calendar, and Charge entry.
- Patient Dashboard: Click the Cases link in the Balance Panel, and then click Add.
- Charge Entry: When adding or modifying a charge, click the dropdown beside Case and choose Add New.
- Appointment Schedule: when scheduling an appointment. Click the dropdown beside Case and choose Add New .
Accident Information is required for Workers Comp Claims. There are also other times this information is used.
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