Cases let you group a client's treatment notes, forms and exercise programmes under one condition or episode of care. This guide shows you how to create, edit and delete client cases.
Accessing and Viewing Client Cases
Go to Clients and open the client.
In the client menu on the left, select Cases.
Each case is listed with its name, notes, status, diagnostic code and the date it was created. A green number next to the case name shows how many treatment notes, forms or prescriptions are linked to it. Use Quick search to find a case.
Opening Cases from the client menu
Creating a New Client Case
Click New Case.
In the Add Client Case window, enter a Name that makes the case easy to recognise.
Add any Notes (optional).
Set the Status to Open or Closed.
Add a Diagnostic Code if you use one (optional).
Click Create.
Adding a new client case
Editing and Managing Client Cases
In the case list, click the pencil icon in the Actions column.
In the Edit Client Case window, change the name, notes, status or diagnostic code.
Click Save.
On smaller screens, scroll the case list sideways to see the Actions column.
Editing or deleting a case from the Actions column
Deleting Client Cases
In the case list, click the red bin icon in the Actions column.
Click Yes, delete it! to confirm, or Cancel to keep the case.
Confirming that a case should be deleted
Deleting a case is permanent. It also removes the case from every treatment note, form and prescription linked to it.
Keeping cases up to date means each client's treatment notes, forms and programmes are always filed against the right episode of care.