# Case Management ## Overview The **Case Management System** helps admins easily manage patient cases and appointments across different clinics from one place.

Case Managment

## Listing 1. **Case Number:** The case number is autogenerated by the system. 2. **Clinic:** The specific healthcare clinic where the patient's case is managed. 3. **Patient Name:** The name of the patient associated with the case. 4. **Provider Name:** The healthcare provider responsible for treating the patient. 5. **Total Number of Appointments:** The appointments scheduled for the patient's case. 6. **Actions (view, add appointment):** Options to view case details or schedule new appointments. ## **Searching and Filtering Cases**: 1. Admin can search for a specific case using the search bar. 2. Filters can be applied based on **Clinic Name**, **Provider Name**, and **Patient Name** to narrow down cases. ## View 1. Clicking the **"View" icon** in the Action column redirects the admin to a detailed view of the selected case. 2. In the detailed view, the admin can toggle between three tabs: **Appointments**, **Notes**, and **Follow-up Links**. 1. **Appointments Tab**: Lists all associated appointments categorized by status (upcoming, completed, or cancelled). Each appointment includes information about the referral provider, referring date, specialization, appointment type, and service provider. 2. **Notes Tab**: Displays all notes attached to the patient by the service provider, organized by the appointment linked to this case. 3. **Follow-up Links Tab**: Displays follow-up links under the same case.

Viewing Case Details

## **Adding an Appointment** 1. Clicking the **"Add Appointment"** button opens a side panel form. 1. The **Case ID** is pre-filled based on the case being viewed, and the **patient name** is auto-selected. 2. Admin can edit fields such as specialization, provider name, appointment slots, and medical history. 2. After filling out the form, the admin submits the appointment, which will be listed as **pending** in the case until approved by the provider or admin. 1. Once approved, the appointment status will change from pending to upcoming.

Add appointment

## **Handling Appointment Creation in Other Sections** 1. If the admin adds an appointment from other sections (Provider, Patient, Family, Appointment Dashboard), they must choose between an **Existing Case** or **Creating a New Case** in the initial step. 1. **Existing Case**: The admin can search for the case using the **Case Number**, **Patient Name**, or **Service Provider Name**. The case card displays important details like the consulting provider's name, total appointments, and upcoming appointments. 2. **New Case**: The admin can search for the patient by name. The card will contain the patient’s name, DOB, and gender, and the admin can proceed with adding the case and appointment. ## **Managing Patient Notes and Follow-Up** 1. In the **Notes** tab, the admin can view and manage any notes related to the patient and appointments.

Note

2. The **Follow-Up Links** tab shows all follow-up appointments linked to the case. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.omnivatelehealth.com/admin/case-management.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.