Case Management

The Case Management section contains any information needed when a patient has a situation that requires special billing, for example, auto accidents or Worker's Compensation. If there are any previously stored cases on the patient account, the Case Management summary screen lists them, starting with the most recent. You can edit, print, delete, or review a case in detail, by selecting it. To select a case, click anywhere in the row containing the case information.


To add a new case, click Add a Case in the Action Column.



Data Field Information
Prompt Response Req Len
Case Type Type the code you want or select from the Case Type list. 5
Case Description Type a description of the case. 45
Accident Type Select the applicable Accident Type option or select None if this case is not related to an accident.   1
Accident State If you selected Auto for the Accident Type, select the state where the accident occurred from the Accident State list.   3
Primary Diagnosis Type the code you want or click the magnifying glass to search the table.   10
Date Last Worked Type the date the patient last worked or click the calendar icon to select a date.   10
Date of Ill, Inj, Lmp Type the date of illness, injury, or last menstrual period or click the calendar icon to select a date.   10
Date of First Visit Type the date of the patient's first visit to your practice for this case or click the calendar icon to select a date.   10
Date First PCP Visit Type the date of the patients first Primary Care Physician (PCP) visit for this case or click the calendar icon to select a date.   10
Start Total Disability Type the date the patient started total disability or click the calendar icon to select a date.   10
End Total Disablity Type the date that total disability ended for the patient or click the calendar icon to select a date.   10
Start Partial Disability Type the date the patient started partial disability or click the calendar icon to select a date.   10
End Partial Disability Type the date that partial disability ended for the patient or click the calendar icon to select a date.   10
Start Light Duty Type the date the patient started light duty or click the calendar icon to select a date.   10
End Type the date that light duty ended for the patient or click the calendar icon to select a date.   10
Date Unable to Work Type the date the patient became unable to work or click the calendar icon to select a date.   10
Date Able to Work Type the date the patient became able to work or click the calendar icon to select a date.   10
Discharge Date/MMI Type the discharge date or the date of Maximum Medical Improvement (MMI) or click the calendar icon to select a date.   10
Restrictions Type any applicable restrictions for this case.   40
Permanent Restrictions Type any applicable permanent restrictions for this case.   40
Billing Group Type the code you want or click the magnifying glass to search the table. (When you enter charges in the Procedure Entry Function, the billing group for the selected case will automatically be stored on each of the charges tied to the case.)   8
Fee Schedule The Fee Schedule is used to provide Alternate Fees and Allowable amounts whenever this Case is selected for a patient. Type the code you want or click the magnifying glass to search the table.   5
Insurance Primary Select the primary insurance carrier that applies to this case from the Primary Carrier list. All primary carriers stored on the account will display along with the policy number. If a carrier has been terminated, the termination date displays next to the policy number.

You should select a primary insurance if the charges assigned to this case should be billed to a primary insurance carrier different from the regular primary insurance stored on the patient account and the policy has the Special Billing check box selected in the Insurance Policy Information screen.

You should leave this field blank if the charges assigned to this case should be billed to the regular primary insurance on the account or select No Insurance if the charges should not be billed to a primary insurance carrier at all. 		  5
Secondary Select the secondary insurance carrier that applies to this case from the Secondary Carrier list. All secondary carriers stored on the account will display along with the policy number. If a carrier has been terminated, the termination date displays next to the policy number.

You should select a secondary insurance if the charges assigned to this case should be billed to a secondary insurance carrier different from the regular secondary insurance stored on the patient account and the policy has the 'Special Billing' check box selected in the Insurance Policy Information screen.

You should leave this field blank if the charges assigned to this case should be billed to the regular secondary insurance on the account or select No Insurance if the charges should not be billed to a secondary insurance carrier at all.		   5
Tertiary Type the tertiary insurance carrier code that applies to this case or select from the Tertiary list. All tertiary carriers stored on the account will display along with the policy number. If a carrier has been terminated, the termination date displays next to the policy number.

You should select a tertiary insurance if the charges assigned to this case should be billed to a tertiary insurance carrier different from the regular tertiary insurance stored on the patient account and the policy has the 'Special Billing' check box selected in the Insurance Policy Information screen.

You should leave this field blank if the charges assigned to this case should be billed to the regular tertiary insurance on the account or select No Insurance if the charges should not be billed to a tertiary insurance carrier at all.		   5
Statement Billing If you want transactions for this case to be included on the patients statement, select this check box. 1
Comment Type any applicable comment for this case. This field is strictly informational and does not populate into any other function or print anywhere.   50
Doctor Type the code you want or select from the Doctor list.   3
Therapist Type the code you want or select from the Therapist list.   3
Referring Doctor Type the code you want or click the magnifying glass to search the table.   5
Claim Number Type the claim number for this case.

For electronic workers' compensation claims only, this claim number will override the Policy Number stored in the Insurance Policy Information for the applicable insurance policy.		   25
Adjuster Code Type the name for the adjuster.   5
Case Manager Code Type the code for the case manager.   5
Adjuster Name Type the phone number for the adjuster.   130
Case Manager Name Type the name for the case manager.   130
Adjuster Phone Type the fax number for the adjuster.   20
Case Manager Phone Type the phone number for the case manager.   20
Adjuster Fax Type the name for the case manager.   20
Case Manager Fax Type the fax number for Case Manager.   20
Employer Type the termination date of this case or click the calendar icon to select a date.   5
Termination Date Type the code you want or select from the Protocol list. For additional information see the Protocol Table functions under the Tables menu.   10
Protocol Type the code you want or select from the Protocol list.   8