Modify/Delete an Existing Case and an Existing Authorization

Modify/Delete an Existing Case and an Existing Authorization

Modify an Existing Case

From the Patient Dashboard

  1. Select the Cases link.

  1. Select the Case ID.

  1. Select the Modify link.

From the Modify Charge Screen 

  1. Select the Modify button on the Encounter Dashboard.

  1. Select the Case from the dropdown if it is not already displayed.
  2. Select the Modify link.

From the Add/Modify Appointment Screen

  1. Select the Appointment Slot to navigate to the Appointment screen.
  2. Select the Case from the dropdown if it is not already displayed.
  3. Select the Modify link.

Delete a Case

Notes

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.

Modify an Existing Authorization

Once the Case is saved on the Modify Charge screen, the Authorization cannot be modified from the Case.

Modify an Authorization on the Modify Charge Screen

  1. On the Modify Charge Screen, select the Modify link to the right of the Authorization.

     

  1. Make the changes.
  2. Click Save [F2].

Modify an Authorization from the Patient/Encounter Dashboard

  1. On the Patient or Encounter Dashboard, select the Case link.

  1. In the Authorization panel, select the Authorization number.

  1. Make the changes.
  2. Click Save [F2].

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