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 editorText 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.
