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 already displayed.
Select the Edit link.
From the Add/Modify Appointment Screen
Select the Appointment Slot to navigate to the Appointment screen.
Select the Case from the dropdown if it is not already displayed.
Select the Edit link.
Edit an Existing Authorization
Once the Case is saved on the Modify Charge screen, the Authorization cannot be edited from the Case.
Edit an Authorization on the Modify Charge Screen
On the Modify Charge Screen, select the Edit link to the right of the Authorization.
Make the changes.
Click Save [F2].
Edit an Authorization from the Patient/Encounter Dashboard
On the Patient or Encounter Dashboard, select the Case link.
In the Authorization panel, select the Authorization number.
Make the changes.
Click Save [F2].
Learn More
Accident Information
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 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 ...
Add/Modify/Remove a Case Contact
Once the Case is saved, you can Add/Modify Contacts on the Case Dashboard. Add Contacts to a Case From the Patient Dashboard, select the Cases link. From the Cases screen, Select the Case ID. In the Contact panel, select the Add button. Contact ...
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 ...
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 ...