Create a New Case

Create a New Case

1. Search for a patient.
2. Click Show to load the patient.
3. In the menu, click Cases & Programs.
4. In the Cases screen, click New.
   1. A blank case record will appear.
5. Specify Case Parameters
   1. In the Case Category field, select a relevant case category.
   2. In the Location field, select a location where the case is being presented.
   3. In the Reference field, enter a description of the case.
   4. In the Case Worker field, search for and select an appropriate provider.
   5. Optionally, if a Patient Entitlement is associated with this case and available, you can select one at this point.
      1. If a case category is configured with a patient entitlement and nothing is selected, a new entitlement will be started when the case is opened.
   6. Enter Start Date
6. To open the new case, click Open.

Note: If the case category chosen is DVA Community Nursing and the service rendered is for a White Card holder and the service provided in accordance with the White Card Condition, then tick the box Accepted Disability Indicator.

The case will be given a case number and a start date, which is the current date. The date can be amended by clicking on Show. Likewise, if  you have added associate Checklist. you can view  by clicking on show.