This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
It is necessary to track the delivery of care over a time period as related to a specific patient goal. This may related to tracking services delivered for billing, tracking services for statutory reporting (non-admission) or claiming (e.g., DVA or NDIS).
How to Add a Case Category
For cases to be opened for patients, the system administrator must create individual case categories which will assist in searching and reporting. These will be dependent on each organisation but you can have as many as you need. To create a new case category:
- From Administration, select Cases from the main menu
- Select New.
- The Case Category screen will appear.
- In the Name field, type a name for your category.
- In the Category Type field, select between Generic (no specific system behaviour required) or DVA Community Nursing (used specifically to track care delivered in accordance with the rules of DVA Community Nursing).
- Click on Enabled to ensure Case users can view that category (categories can be disabled if no longer required).
- In the Case Worker Assignment field, indicate whether a case worker is assigned Directly to Case or is assigned By Category & Location.
- If you have a Checklist to associate, optionally select it.
- In the Associated Assessment Name field, select an assessment to be associated with the case category (only active assessments will appear in the list).
- In the Expect Daily Events field, select the checkbox is you anticipate that daily events will occur with this case category.
- When done, click Create Case Category.
Permissions
Restrictions can also be applied to users who do not need to record patient cases. Utilise the Users and Groups section to control who can view or edit cases (see Cases grouping and refer to Groups article for more information).
