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 Errors for Cases