Adding a New Case

Typically, a new case should be created when a new patient is added, patient changes insurance mid-treatment, develops a newly diagnosed (untreated condition), or patient returns to therapy after discharge with complaints similar to previous treatment.

Let’s review how to add a new case to a patient chart.

  1.  Navigate to the patient’s account.
  2. Using the Left Navigation Pane, select Add New Case.
  3. Enter all required Case Information: Case Name, Injury Type, Case Effective Date, Assignment Date, Referring Physician, Place of Service, Billing Provider, and Discipline.
  4. Next, open the Diagnosis Tab. 
  5. Click Add Row and enter the appropriate diagnosis code(s). 
    1. Note: If you need to search for diagnosis codes, click on the magnifying glass.
  6. Lastly, open the Primary Insurance tab.
  7. Enter all required Insurance information: Insurance Code, Group Number, Policy Number, and Subscriber Information.
    1. Note: If the subscriber information is the same as the patient, then check the box for Same As Patient.
  8. Once the required and desired information is complete, click Save at the bottom of the screen.
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