What this guide helps you do
Cases group a course of care and can set limits for appointments or invoiceable value.
In this guide
- Create and edit a case
- Set optional appointment and invoice limits
- Close and reopen a case
- Review usage against the limits
The Cases area in its normal view before any item is selected or edited.
Create a case
1
Choose New case
Enter a specific title and optional description.
2
Choose the type
Use the case type that matches the care or funding arrangement.
3
Set limits when they apply
Enter a maximum number of appointments and/or maximum invoiceable amount. Leave a limit empty when it does not apply.
4
Save and review
Confirm the case summary and remaining usage.
A new case form with title, description, type, appointment limit, and invoiceable amount limit.
Close or reopen a case
1
Select the case
Review linked activity and limits first.
2
Choose Close
Confirm when the course of care should no longer be selected for new work.
3
Reopen if care resumes
Select the closed case and choose Reopen. Recheck its limits before using it again.
A case summary showing status, usage, Edit, and Close or Reopen.
Things worth knowing
- A limit helps staff monitor the case; it should reflect the actual agreement or care plan.
- Invoices can show a case and its appointment or invoice-value usage when one is selected.
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