Skip to main content

Cases

Overview

Cases are used to organize appointments and documentation for a client.
​

Case details can be used for:

  • Chart organization

  • Macros

  • Clara AI context

To use Cases, staff must have the Cases: manage permissions enabled for their role.

Creating a Case

Cases are created from the client’s profile.
​

When creating a case, you can enter the following details:

  • Case Type (managed in Settings)

  • Case Name

  • Description

  • Referral Number

  • Primary Diagnosis (search by code or description)

  • Claim Number

  • Insurer

  • Injury Date

  • Allowed Visits

Not all fields are required. Fill in only what is relevant for the case.
​

Case Types

Case types can be added and edited in Settings.
​
To edit Case Types, staff must have the Cases: manage types permissions enabled for their role.

Using Cases

Once created, cases can be assigned to client notes and used to organize appointments and documentation.
​

Cases can be added to any note. However, case information will not appear in the note unless it is explicitly added using one of the following methods:

  • SOAP Forms (Templates):
    Case fields must be added through the template editor

  • Text Notes:
    Case fields must be added using macro dynamic tags

Case details can also be used by Clara AI for additional context when generating notes.
​
This ensures case information is included where needed while keeping notes structured and consistent.
​

Viewing Cases

Cases appear in the client’s profile under the Cases tab, where you can view case details and related activity.
​

Not all fields currently support cases. For example, intake forms cannot be attached to a case at this time.
​

Case support will be expanded in future updates.
​

Related Articles
Did this answer your question?