Cases, Authorizations, and Referral FAQs

• Related Articles

• Add a Case and Authorization/Referral

  User Permissions to access Cases Cases can be added in multiple places in the System. Select this link: Cases and Authorization Overview. Case Panel Type: Choose from the dropdown or add your own by choosing Manage (See below for adding Case Types). ...

• Add a Case for Workers Comp

  Workers Compensation Case Cases allow specific information for repeated Charges and Appointments per patient. Workers Compensation Policy The Insurance Profile for Workers Comp should be added first. See Workers Compensation Policy Profile. Add a ...

• 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 ...

• Workers Comp FAQs

  Workers Comp FAQs Where do I enter the Accident Date?

• Patient FAQs

  Patient FAQs Alert/Header How do I remove an Alert or Header? Cases How do I add a Case? Charges How do I post a new Charge? Debit/Credit Cards: How do I add a Debit/Credit Card? Deceased How do I indicate that a Patient is deceased? How do I ...