Case Management

This page provides an overview of the case management system, displaying case details, appointments, and book appointment

Overview

It is a comprehensive view of a patient's cases and related appointments. Patients can view, filter, and manage all their active and past cases, book new appointments, and track their consultation history. The interface allows easy access to appointment details, case information, and provider interactions.

Navigate to the Case Management section in the side menu.
The page displays the total number of cases linked to the patient.
The patient can filter cases using various options such as providers, specializations, and patients or search for cases by case number, provider name, specialization, or patient name.
Each case card contains key details like Case ID, Total Appointments, Last Appointment Details, and the Upcoming Appointment (if any). An option to Add Appointment is also available.

Booking a New Appointment in an Existing Case

The patient clicks on the Add Appointment icon on the case card or within the case details page.
When booking a new appointment under the same case:
- Existing Details Auto-fill: The patient’s specialization, provider, and medical history are pre-filled based on the latest appointment, but the patient can edit the specialization and provider if needed.
- Appointment Confirmation: Once the appointment is booked, it is automatically added to the same case, unless the provider manually changes the case number.
- If the appointment requires approval, the appointment status will reflect “Waiting for Consulting Provider” until approved.

Viewing Case Details

Clicking the card redirects 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). Each appointment includes information about the referral provider, specialization, appointment type, and service provider.
- 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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Last updated 1 month ago

Overview

Navigate to the Case Management section in the side menu.

The page displays the total number of cases linked to the patient.

The patient can filter cases using various options such as providers, specializations, and patients or search for cases by case number, provider name, specialization, or patient name.

Each case card contains key details like Case ID, Total Appointments, Last Appointment Details, and the Upcoming Appointment (if any). An option to Add Appointment is also available.

Booking a New Appointment in an Existing Case

The patient clicks on the Add Appointment icon on the case card or within the case details page.

When booking a new appointment under the same case:

Existing Details Auto-fill: The patient’s specialization, provider, and medical history are pre-filled based on the latest appointment, but the patient can edit the specialization and provider if needed.
Appointment Confirmation: Once the appointment is booked, it is automatically added to the same case, unless the provider manually changes the case number.
If the appointment requires approval, the appointment status will reflect “Waiting for Consulting Provider” until approved.

Viewing Case Details

Clicking the card redirects 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). Each appointment includes information about the referral provider, specialization, appointment type, and service provider.
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.