Case Management

Case Management

To add a new case:

1. From the exam screen, click on Case Management from the left sidebar or voice the command “case management”
2. Click on the Add New Case button at the top of the screen.
3. Enter information.
4. Click OK.

To copy an existing case:

1. From the exam screen, click on Case Management from the left sidebar or voice the command “case management”
2. Select the case you would like to copy
3. Click Copy Case.
4. Edit information as needed. (Don’t forget to change the Case Name).
5. Click OK.

To delete a case:

1. From the exam screen, click on Case Management from the left sidebar or voice the command “case management.”
2. Select the case you would like to delete.
3. Click the (X) Delete button at the top of the screen.
4. A pop-up window will appear asking if you are sure you want to delete. Click Yes.
5. Click OK to return to the exam screen.

To associate an exam to a case:

1. Open the exam you wish to associate to the case.

Note: Exam must be unfinished to associate to the case.

2. Click Case Management on the left toolbar.
3. Click Yes on the prompt to Continue.

4. Click in the empty box on the left, next to the case you wish to associate the exam to. A checkmark will appear in the box.
5. Click OK.

To associate a document to a case:

1. Click DM.
2. Click Scan/Edit.
3. Scan in document you wish to associate to case.
4. Click Index.
5. Select a patient.
6. Click Add next to Case field.
7. Select Case you wish to associate document to.
8. Click Save.
9. Enter any additional information needed for indexing.
10. Click Save on indexing window.
11. Click Upload.