Creating a New Case - Existing MRN

AgileEMR – Creating a New Case for an Existing Patient

FEATURE PURPOSE: To create a new case (episode of care) for an existing patient.

• Search for an existing patient. Refer to the steps on Searching a Patient here: https://agileemr.helpscoutdocs.com/article/353-searching-a-case
• Once in the patient's case, click on the magnifying glass to go to the Patient Overview
• Select "New Case" in the upper left corner. This will open the Create a New Case window
• Select if the case is Documentation or Non-Documentation
• Verify that that is the correct patient in AgileEMR
• Select Create

• This will create a new Case (episode of care) under the same MRN number - the Patient Tab will automatically open and the patient demographics will populate

• The patient’s Referral Information and Insurance Information will need to be created
• Please see the Referral and Insurance Features for how to add them
  • Referral Tab overview: https://agileemr.helpscoutdocs.com/article/348-patient-referral
  • Insurance Tab overview: https://agileemr.helpscoutdocs.com/article/433-agilerpm-insurance-add-edit-mark-as-error
• If a new case is created, but it is not created from the Patient Home Screen, then it will be added as a new case with a new MRN. If this happens and you need to merge a patient's MRN number, you can do so from the Patient Home Screen.