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).
|Please note: That said, when the pre-arrival case feature is enabled and a case is chosen during the booking process, the first episode in that appointment is assigned to the case selected during booking.|
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.
This article was last updated on 20 April 2021 in the context of Meddbase version 188.8.131.52749.