Patient:

To view the Case details of a particular patient:

1. To view details for a particular patient, type the first three letters of the name in the Patient box and choose the required patient name from the list that appears.

You  can also click on the search button next to the Patient box and search for the patient from the window that appears.

The Case Encounter list for the given Patient will be displayed in the left pane of the Charge Master window.

Insurance:

To view the case details of a patient with a particular Insurance Number:

1. Click the Search button next to the Insurance box. The Search Insurance window will be displayed as shown below.

2. Enter the Insurance Member Number or part of the number in the Member Number box and click the Search button. The selected Insurance number will be displayed in the Insurance box.

3. Click on the Insurance Member Number from the list to select it and go back to the Charge Master Screen.

4. Click the Search button. The Case Encounter list for the given Insurance number will be displayed in the left pane as of the Charge Master window.

MR#/Chart #:

To view case details of a patient with a particular Medical Record number:

1. Type the first three letters of the chart number in the MR#/Chart# box and choose the required chart from the list that appears.

2. You can also search by clicking the search button next to the MR#/Chart# box. The Medical Records widow will be displayed.

3. Select the Medical Record Number from the list. The selected Medical Record number will be displayed in the MR#/ Chart# box.

click the Search button, the Case Encounter list for the selected Medical Record number will be displayed in the left pane of the Charge Master window.

Case Type:

To view all Cases under any particular Case type:

1. Click the search button next to the Case Type box. The Case Type widow will be displayed as shown below.

2. Select the Case Type from the list. The selected Case Type will be displayed in the Case Type box.

3. Click the Search button. The Case Encounter list for the given Case Type will be displayed in the left pane of the Charge Master window.

Case Number:

To view the Case details of a particular patient with a given Case Number:

1. Click on the search button next Case Number box. The Case Number Search dialog box will be displayed.

2. Select the Case Number from the list; the selected Case Type will be displayed in the Case Number box.

3. Click the Search button. The Case Encounter list for the given Case Number will be displayed in the left pane

Date of Service:

To view all Cases between any given dates:

1. Click in the Calendar icon next to the From box and select the date from which you wish to view the Cases.

2. Click in the Calendar icon next to the To box and select the date up to which the Cases should be displayed.

3. Click the Search button. All the Cases for the given dates will be displayed in the left pane as of the Charge Master window.