About
The case header is available regardless of what tab you have selected. We’ll review the fields available in this guide.
Steps
The fields below are displayed left to right at the top of the case window
Patient Last Name
Patient First and Middle Name
Suffix
DOB - Date of Birth
Date Created - The date and time the case was created or imported from the Referrals list
Case Owner - Last Name, First Name, Middle Name, Suffix
Case Needs Review - If the box is selected the case needs to be reviewed. You can add the Case Needs Review column to the Cases list. Select the box again to clear the Case Needs Review flag.
Case # - Case identifier
Best Practices
Ensure you reference the header often when managing multiple patients to ensure you are updating the correct records.
Related
Upcoming