Case Management

Articles

Cases
Explanation of the concept of Cases in the CareRight system, how an Admin can set up cases, how to search for a case and an explanation of case statuses.
Create a New Case
How to create a new case.
Edit a Case
How to edit an existing case.
My Cases & Programs
This article includes the following topics: Topics What is My Cases & Programs? Interface My Cases Panel Today's Progs My Programs What is My Cases & Programs? This screens displays all cases and programs assigned...
Delete/cancel a case
Since we have received plenty requests about deleting the cases. So we tweaked the system that Clintel admins have access to the Cancelled button; and no longer needs a dev to do this. (This function is available from 6.78) 1. Go to Dashboard...
Assign a Patient Entitlement to Cases
Assigning Entitlement Category to Case Category To assign an Entitlement to Cases, please make sure the following requirements should be configured. It is required to have account permissions to access admin settings. Entitlement Category (Admi...
Using Cases with Appointments, Plans/Entitlements
Cases are typically the primary "container" for an episode of care, and multiple consultations may occur within the context of managing a patient over time. Often, a case may be closely associated with a plan or entitlement. See  Assign a Patient ...
Bulk Assignment of Case Handling (by Category & Location)
Bulk Assignment Matrix - Configuring which Providers handle which categories of Cases For Case Administrators, often depending on either hospital rosters or the availability of particular case workers, you may wish to set up which providers are...