Delete a Case

Delete a Case

A Case can only be deleted if it has not been used on an Encounter or an Appointment.

Patient Dashboard > Cases (2)


Select the Case to Highlight

  • If the Case has been used the Delete button will be grayed out, and the Case cannot be deleted.

  • If the Case has not been used on an Encounter or an Appointment, the Delete button will be available to delete the Case.
  • If the Case is removed from the Encounter or Appointment, the Delete button will become available to delete the Case.


    • 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). ...
    • Edit an Existing Case and an Existing Authorization

      Edit an Existing Case From the Patient Dashboard Select the Cases link. Select the Case ID. Select the Edit link. From the Modify Charge Screen Select the Modify button on the Encounter Dashboard. Select the Case from the dropdown if it is not ...
    • 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 ...
    • Case Dashboard

      The Case Dashboard is the overall view of a Case and the Authorization attached to it. Select the Modify link to edit the Case information. Notes Panel: Select the Notes link to Add a new Note, Delete or Modify an existing Note. Select the Add link ...
    • Add an Authorization to a Case using Countdown

      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 ...