What features do you have to manage cases on Clinical forms?

What is the context and purpose of the article?

To give you some background: -

• Clinical forms (episodes) allow you to record and manage clinical information for an appointment.
• Appointments and episodes can have a relationship to cases.

From the Meddbase release of 20 April 2021, there is an extended range of actions and behaviours for managing cases from a Clinical form.

This article summarises: -

• Selected rules for relationships between episodes and cases.
• Key functionality for managing cases on Clinical Forms.

Episodes not assigned automatically to a case when created

• When a new episode is created for an appointment, it doesn’t automatically create a new case.
  • This is different from the system behaviour in earlier versions (prior to version 1.x when it did).

Create a new case from a Clinical Form

• When you are in a Clinical Form for an Appointment, and where there is no case for the episode, you are able to create a New Case.
  • This enables you to create a relationship between the episode and a new case.
• A new case can be created.
  • Via the New case button in the list.

• • Alternatively, it can be done via New case under the field This episode belongs to the case.

Edit a case from a Clinical Form

• When you are in a Clinical Form for an Appointment, and where there is a case, you can Edit Case.

• By editing a case, you can
  • Change its Title
  • Change its Safe Title
  • Change its Diagnosis
  • Change its Status

Change the assigned case from a Clinical Form

• When you are in a Clinical Form for an Appointment, and where there is a case, you can select a drop-down list of cases for the patient and change the case.

Warning dialogue when closing a case

• When you select Close case, you are presented with a confirmation dialogue that asks if you want to close the case.
  • At this point, you can proceed to close the case or decline to close the case and leave the case open.

Episodes linked to closed case are not editable

• When a case is closed, any episodes related to the case become uneditable

• That said, it is possible to Edit the case to re-open it
  • By doing so, the episodes related to that case become available again.

Review date

This article was last updated on 20 April 2021 in the context of Meddbase version 1.244.0.29749.