Patient Case Management Guide

Step 1: Case ID feature. To create a new case for a patient, left click.

Step 2: Follow the steps for booking an appointment, Enter the case title.

Step 3:

Step 4: Select the body part.

Step 5:

Step 6:

Step 7: Fill in the other mandatory details.

Step 8:

Step 9:

Step 10:

Step 11:

Step 12:

Step 13:

Step 14: Click on send link and reserve appointment.

Step 15:

Step 16: You can see a new case has been registered for the patient.

Step 17:

Step 18: To merge cases for a patient for an existing patient, left click.

Step 19:

Step 20: Select the patient.

Step 21:

Step 22:

Step 23:

Step 24:

Step 25:

Step 26: Select the body part.

Step 27:

Step 28:

Step 29:

Step 30: The system asks you if you want to create a separate case or you want to update the case. Currently, we are updating the case.

Step 31:

Step 32:

Step 33: Fill in the mandatory details. Click on send link and reserve appointment.

Step 34: When you view the patient, you will be able to see that the case has been updated, And you can see the body parts have been updated.

Step 35:

Step 36:

Step 37: To merge cases for an existing patient.

Step 38:

Step 39: Select the patient.

Step 40:

Step 41:

Step 42:

Step 43:

Step 44: To create a new case for an existing patient, left click.

Step 45:

Step 46: Select the patient.

Step 47:

Step 48: Update the case title.

Step 49: Select the body part.

Step 50:

Step 51:

Step 52: Click separate case.

Step 53:

Step 54: Fill in the other mandatory information.

Step 55: Click on sending a reserve appointment.

Step 56: You would have created a new case for an existing patient.

Step 57: To view the cases of the patient, click on the patient's name.

Step 58: Click on the drop down here.

Step 59: You will be able to see the cases that are available for an existing patients.

Step 60: