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

## 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.

## **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.

## **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.

2. The **Follow-Up Links** tab shows all follow-up appointments linked to the case.