Creating a New Case

AgileEMR – Creating a Case for a New Patient

FEATURE PURPOSE: Creating a new case for a patient who does not have any previous cases (episodes of care) within AgileRPM.

• Always search for a patient before creating a new one in the Patient tab.
  • If a patient does not already exist in AgileEMR, a message will say “There are currently no records in the system.”
• Select New Case

• To create a new case, the following information is required:
  • Case Type (Documentation/Non-Documentation)
    • Documentation - Case where electronic documents will be filled out (e.g. Initial Evaluation, Plan of Care, Daily Notes etc) 
    • Non-Documentation - Case where no electronic documents will be filled out (e.g. DME, Massage, Gym, or legacy cases from past systems where we are performing charge entry only) 
  • First Name
  • Last Name
  • Date of Birth
  • Phone Number 
• Select “Go”

• AgileRPM will suggest possible matches to MRN’s which have a similar last name or DOB. If none of the suggestions match the patient, select Create Case.
• A new Case number and new MRN will be created.
• Obtain the following information from the patient and fill it in the respected tabs.
  • Patient Address
  • Referral information
  • Insurance information
• Any additional information can be documented during the patient’s initial evaluation
  • (i.e.) Patient Contacts, Communication Subscriptions, Marketing Sources, etc.

Deleting Cases

If a new case is created by accident, it can be deleted.

Deleting a case is only permitted if it has never been scheduled for an appointment.

• Open the Case
• Located under Actions, select Delete Case
• Once the notification appears, select Delete.