Patients

Adding patients and working in the patient file.

• Add a nurse

  Add a nurse or nurse manager from the Nurses page; they get an email to set up their login.

• Add a patient

  Create a new patient file from the Patients list; CaseMgmt opens a case for them at the same time.

• Add a patient's doctors and providers

  List the doctors and other providers treating the patient, with their contact details, on the Overview tab.

• Assign a nurse to a patient

  Add or remove the nurses working a patient, right from the top of the patient file.

• Change a patient's status

  Move a patient through intake, active work, billing and discharge, or mark them as No Coverage.

• Check a nurse's cases and hours

  The Nurses page shows each nurse's open cases and time entries, and lets you approve time.

• Delete a patient

  Permanently remove a patient and everything filed under them. Admins only, and only once their cases are closed.

• Edit a patient's profile

  Change the patient's personal, contact, intake, referral, insurance and CMS-1500 details in one form.

• Export a patient's full record

  Download one zip file with the patient's details, records and every document, for a records request or a transfer.

• Find a patient on the Patients list

  Search, filter and sort your patients, and find patients whose work has ended.

• Find your way around the patient file

  What's at the top of a patient file, what each tab is for, and the summary that stays on screen.

• Keep a patient's important notes up to date

  Use Important Client Notes for what everyone must know at a glance, and the Notes tab for the intake story.

• Message your team about a patient

  Start a conversation with other staff about one patient on the Communications tab; it stays with the patient's file.

• Record diagnoses, allergies and medications

  Keep the patient's ICD-10 codes, allergies, injury date and medications on the Medical tab.

• Record insurance, claim and attorney details

  Fill in auto insurance, legal representation, health insurance and CMS-1500 details on the Insurance & Claims tab.

• See who changed a patient's file

  The Audit Log tab shows who changed the patient's details and documents, and when.

• Show or hide a patient's Social Security number

  The SSN is masked on screen; reveal it only when you need it, and every reveal is logged.

• Track EOBs and upload EOB paperwork

  Record what the insurer paid or denied, keep the EOB letters with the patient, and compare against what you billed.