About
We’ll review what information you’ll use often when working in a Case. Reviewing the Case header often will ensure you’re working on the proper patient record. This is most commonly used by Patient Placement Specialists.
Steps
Click Access>Transfer. From the Cases Tab click the View icon to display the Case (Note, you can also click on any field in the record to open the Case).
The header information is visible at all times to ensure the proper record is being updated.
Name and Date of Birth
Both the Name and Date of Birth (DOB) appear as you type them in the Patient Details.
Date
The date will populate with the creation time, or the imported time from the Referrals List.
Case Owner
Case Owner is auto populated when the case is created. This field is able to be assigned to other users.
Case Needs Review
Used to mark the case for review by a manager.
Case ID
Auto generated ID when the case is first saved.
Best Practices
None
Related
Upcoming