Case Management
This page provides an overview of the case management system, displaying case details, appointments, and service provider information.
Overview
As a service provider, the goal is to manage patient cases effectively. You can view, approve, or decline appointments, change case numbers, and track appointment histories through the Case Management system.
Navigate to the "Case Management" tab from the side menu, which displays all the ongoing cases associated with their patients across different clinics.
Listing
The page will show a list of cases with the total number of appointments associated with each case.
Case Card Details: Each case card displays the following
Case ID: Unique identifier for the case.
Total Appointments: The total number of appointments tied to this case.
Last Appointment Details:
Consulting Provider Name: The service provider handling the case.
Appointment Date and Time: e.g., “14 Sep 2024 | 10:00 AM.”
Consultation Type: Online or in-person.
Service Tags: Up to 4 services are shown, with more services displayed on hover (e.g., 5+).
Appointment Note: If the last appointment is completed, the note will be displayed. Otherwise, the field will remain blank.
Upcoming Appointment Details: Displays the status of the next scheduled appointment.
Viewing Case Details
Clicking the card the user will be redirected to a detailed view of the selected case.
In the detailed view, the admin can toggle between three tabs: Appointments, Notes, and Follow-up Links.
Appointments Tab: Lists all associated appointments categorized by status (upcoming, completed, or cancelled). If the provider changes the case number, the appointment will be moved under the selected case. If the provider does not change the case, the appointment stays under the initial case. Once approved, the case number becomes fixed, and further changes cannot be made.
Notes Tab: Displays all notes attached to the patient by the service provider, organized by the appointment linked to this case.
Follow-up Links Tab: Displays follow-up links under the same case.
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