Case Management Overview

The Case Management module allows you to create cases, which link all relevant information associated to a specific case. Treatments, appointments, referrals, forms and other information can all be associated with a case. Additionally, the module enables you to record vital signs and anesthetics used during a surgery and generate reports and letters based on pre-defined templates unique to the module.

  • Case management: Each case created for a patient is linked to the relevant appointments, treatments, surgical data, and documents. Clinical information in Tx History, Forms, and other tabs can be filtered for each surgical case.

  • Anesthetics: You can display and record the anesthetic drugs used in a surgery and see when specific drugs are nearing their maximums. You can switch the display format between graph and text, depending on your needs.

  • Vitals: You can display and record patient vital signs such as heart rate, blood pressure, and temperature during a surgery. You can switch the display format between graph and text, depending on your needs.

  • Forms: Case Management uses forms to ensure appropriate information is collected for each case. Forms can be automatically created and attached to cases based on the case type.

  • Letters and reporting: Case Management letters and reports can be auto-generated from case data and edited before being saved to the patient record.

The Case Management module is accessed through the EHR module > Case Management tab.

You can open the Case Management module using one of the following methods:

  • Nav Panel: Under Clinical Management section, click EHR or the EHR () icon, then click the Case Management tab.

  • Menu bar: From the Actions menu, select EHR..., then click the Case Management tab.

The Case Management module lists any cases created for the selected patient on the left side of the tab. Any appointments associated with the case display below and any treatments associated with the case display to the right. If the selected patient has any alerts, problems, or objectives, they display on the far-right side of the tab.

Tip: You can click the up/down arrows () as necessary to maximize or minimize the tab.

A Filter by Case checkbox allows you to limit the information displayed. If selected, only items which are attached to a selected case display throughout the module. If deselected, all items on the patient record may display.

Note: To allow you to filter most items in the EHR by case, the Filter by Case checkbox displays on all applicable EHR tabs.

An Options/Settings () icon allows you to display the EHR Options window and customize the way the Case Management module displays on individual workstations to suit your preferences.