Managing Cases

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Appointments are managed by using cases and episodes. Each case can handle multiple episodes and you can use this functionality in such a way that best fits your work, however, most commonly a case can be used to monitor an ongoing issue.

Cases can be named in a number of ways. The simplest is to rename the case manually, however, cases can also be auto named by using a bespoke form or an authorisation code (See ‘Patient Authorisations and Eligibility’ to find out more about this)

In order to manage and rename these cases, begin by opening an appointment. Click ‘Go to Consultation’ and click on the ‘Consultation’ button in the bottom left hand corner. Once here you will find ‘Cases’ in the left hand pane, where you can view all the cases for this patient.


Highlighting a case will give you a summary of the episodes included within this case including the date, time and user involved with the case.

Expanding a case will allow you to view the episodes inside each case. To move an episode from one case to another, click on the episode you wish to move. The main window will load and at the top you will see the ‘This episode belongs to the case’ drop down, click the drop down arrows to select a pre-existing case. To create a new case, simply click in the text box of the drop down and type the desired case name, the new case will be created automatically.