Change the Case Type
Add an Existing Case TypeEnter existing Case Type: Open the appointment → click the Edit icon → select the Case from the drop-down in the Case bar.
Create a new Case Type: The only required field is Case Name. However, because insurance is required on the Appointments page, we recommend setting the Insurance Priority as well.
Change the Appointment Type
Change Appointment Type: Use this option to quickly update documentation sections and templates to match a different appointment type.
Change the Clinical Note Type
Change Clinical Note Type: This allows you to update documentation based on plan of care logic. Available Clinical Note Types include:
- Initial Evaluation
- Daily Note
- Progress Note
- Re-Certification Note
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Discharge Note
