Cases

Cases, assessments, care plans and progress notes.

• Add a weekly progress note

  Write a progress update for a week of the case and sign it.

• Add an assessment to a case

  Record an intake, follow-up, discharge or other nursing assessment, and mark completed ones reviewed.

• Assign or remove a nurse on a case

  Add the nurses and case managers who work a case, or take someone off it.

• Change a case's status

  Move a case through intake, assessment, active work, billing and closing.

• Create a new case

  Open a case for a new or existing patient and assign the nurses who will work it.

• Create and track a care plan

  Write the goals and tasks for a case, activate the plan, tick off tasks and complete it.

• Delete a case

  Permanently remove a case that was opened by mistake, along with everything recorded on it.

• Export a case report PDF

  Download a one-page case report with the case and patient basics and a signature line.

• Find a case on the Cases list

  Search, filter and sort your cases, and find closed or ended ones.

• Find your way around a case

  What's on a case's Overview, Billing and Timeline tabs, and how to edit the case details.