Case Management > Case Types

Key Info  
Purpose:

Configure case types that are used to identify the type of work being performed during a case.
Related Module(s):

Case Management
Accessed From:

Maintenance > Case Management > Case Types
Window(s):

Case Types

Define Forms for Case Types

Time Out Form and Day of Surgery Form

Dependencies:

Forms

Case Types Window

Case types are used to categorize the types of work done during a case or surgery.

Examples:

  • Root Canal(s)
  • TMJ Surgery
  • Wisdon Teeth Extraction
  • Perio Tissue Graft

Case types can have specific EPR forms associated with them, to be automatically added to the patients file when a case of that type is added.

The Case Types window allows you to manage case types and to specify the forms associated to them. You can also specify Time Out and Day of Surgery forms for use in the Case Management module.

Field Description
Code

A text field that indicates the code that identifies the case type.
Inactive A check box that, when selected, indicates the field is inactive and not in use.
Description

A text field that describes the case type.
Task Procedure
Add Case Types
  1. Click the Clear Data () icon.
  2. Complete the fields as necessary and click the Add a new Record () icon.
Edit Case Types
  1. Select a listed entry.
  2. Make any necessary changes and click the Modify Record () icon.
Manage Default Forms
  1. Select a listed entry and click the EPR Forms () icon to display the Define Forms for Case Types window.
  2. Make any necessary changes and close the window.
Specify Time Out and Day of Surgery Forms
  1. Select a listed entry and click the Time Out and Day of Surgery Form () icon to display the Specify Time Out and Day of Surgery Forms window.
  2. Make any necessary changes and close the window.
Delete Case Types
  1. Select a listed entry and click the Delete Record () icon.
  2. When prompted, click Yes to confirm the deletion.
Preview/Print Report
  1. (Optional) To preview the Case Types report, click the Preview Report () icon.
  2. To print the Case Types report, click the Print Report () icon.

    3. Note: The Case Types report uses the CaseType.rpt file.

Define Forms for Case Types Window

(Maintenance > Case Management > Case Types)

The Define Forms for Case Types window allows you to specify the list of forms to add/attach to the case when the selected case type is used. It displays when you open the Case Types window, select a listed case and click the EPR Forms () icon.

Task Procedure
Add Forms to Case Type
  1. Select one or more EPR Forms from the Available Forms list.
  2. Click > to add the form(s) to the case type.
Remove Forms from Case Type
  1. Select one or more EPR Forms from the Selected Forms for Case Type list.
  2. Click < to remove the form(s) from the case type.

Time Out Form and Day of Surgery Form Window

(Maintenance > Case Management > Case Types)

The Time Out Form and Day of Surgery Form window allows you to specify the forms and questions that track the information needed for the Time Out and Day of Surgery Forms. It displays when you open the Case Types window, select a listed case and click the Time Out Form and Day of Surgery Form () icon.

Note: These forms are optional. Your institution may use either, both, or none.

Field Description
Time Out Form: Form (data is entered)

A text field that indicates the reference code of the Time Out form associated with this case type.
Time Out Form: Date of Surgery A text field that indicates the reference code of the form question that stores the date of surgery information.
Day of Surgery: Form (data is entered)

A text field that indicates the reference code of the Day of Surgery form associated with this case type.
Day of Surgery: Date of Surgery A text field that indicates the reference code of the form question that stores the date of surgery information.
Task Procedure
Add Time Out and Day of Surgery Forms
  1. Complete the fields as necessary and click OK.
Edit Time Out and Day of Surgery Forms
  1. Make any necessary changes and click OK.