Help Center | Add/Delete A Case And Authorization

Add/Delete a Case and Authorization
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 ...
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). ...

Help Center | Add/Delete A Case And Authorization | Knowledge Base