Change Case Status within a Patient's File

Select a specific Patient in your Rolodex:

Find your Case Status & Case List Box. This is located in the left hand column under Patient Photo. Here, you will see a Status dropdown(Defaults automatically to Active) and directly under, a Box that lists Cases that are currently Active.

Now, lets change the Status of the Cash Case from Active to Pending Settlement or Closed

Active = Actively seeking Care

Pending Settlement = Patient no longer seeking care within this case but, you are waiting on payment from an auto accident, attorney etc.

Closed = Balance for Patient & Payer are $0 and/or patient is no longer seeking care within this case

Select the Cash Case in the Case List Box, Select the Case Tab and Hit Edit(bottom right).

Now, find the Case Status and click the Dropdown that will show Active, Pending Settlement and Closed.

Choose your Selection and Select Save.

Now, you will see that that the Cash Case is gone from the list of Active Cases.

If you want to see ALL Cases(whether Active, Pending Settlement or Closed), please adjust the Case Status Box and Select ALL.

Now, you will see ALL Cases for this patient, whether Active, Pending Settlement or Closed.

All SET!

**To see a Report containing all your case types, and which patients fall under those case types, financial data per case and graphs, See the Case Classification Report

** To see a Report that allows you to see Patient Case Balances/Credits, See the Bill Provider Case Report

- Support Information -

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Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.

***This has the fastest response time***

Call or Text: 909-378-9514

Email: Support@coactionsoft.com

Business hours: Monday-Friday, 8:00am-6:00pm CST

Manage Case Status

Change Case Status within a Patient's File

Select a specific Patient in your Rolodex:

Find your Case Status & Case List Box. This is located in the left hand column under Patient Photo. Here, you will see a Status dropdown(Defaults automatically to Active) and directly under, a Box that lists Cases that are currently Active.

Now, lets change the Status of the Cash Case from Active to Pending Settlement or Closed

Active = Actively seeking Care

Pending Settlement = Patient no longer seeking care within this case but, you are waiting on payment from an auto accident, attorney etc.

Closed = Balance for Patient & Payer are $0 and/or patient is no longer seeking care within this case

Select the Cash Case in the Case List Box, Select the Case Tab and Hit Edit(bottom right).

Now, find the Case Status and click the Dropdown that will show Active, Pending Settlement and Closed.

Choose your Selection and Select Save.

Now, you will see that that the Cash Case is gone from the list of Active Cases.

If you want to see ALL Cases(whether Active, Pending Settlement or Closed), please adjust the Case Status Box and Select ALL.

Now, you will see ALL Cases for this patient, whether Active, Pending Settlement or Closed.

All SET!

- Support Information -

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