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 Entitlement to Cases.

When viewing or editing an appointment, CareRight presents the linked Case.

If a plan/entitlement is currently associated with that specific case, detail will be shown of the current usage and remaining entitlement:

Note that by default, the system does not decrease the remaining entitlements, based on appointment status.

This requires a billing wizard specific to your plans and entitlements to enable automated usage, as invoices and claims are created.