Editing Case Type (Non-Documentation or Documentation)

AgileEMR: Editing Case Type - Documentation v.s. Non-Documentation

In order to edit a Case Type, some rules will apply:

• All appointments must be unacknowledged (not checked in) 
• No charges can exist in the account 
• No documentation has been performed within the case 

To edit, go to the Case by either searching for the case or following the case link through the schedule: 

Once in the case, click on the Edit icon next to the word "Documentation: or "Non-Documentation" in the blue header bar of the case 

A Change Case Type popup will display.  Select the Case Type you wish to change the case to and Save Changes