Change a case number (for example to the claim number)
Admins can replace a case's automatic CM number with your own, such as the claim number.
Last updated November 4, 2026
Who can do this: Admin
Your company must have this turned on. Ask support at admin@casemgmt.io.
Before you start
- Only Admins can change a case number.
Steps
- Open the case. In Case Details, click Edit.
- Type the new number in Case Number, or click Use claim number to fill in the claim number saved on the patient.
- Click Save.
Good to know
New cases still get an automatic number like CM-2026-00012. Numbers starting with CM- are kept for those.
Each case number is used once. If a patient has two cases on the same claim, add something like -2 to the second one.
Invoices, reports and CMS-1500 forms show the case's current number, including ones you print again later.
If something goes wrong
- "That case number is already used."
- Add something like -2 to the end to make it different.
- "Only an Admin can change the case number." or there is no Case Number box under Edit.
- Ask an Admin. If an Admin doesn't see it either, your company doesn't have this turned on.