Building a case using the desktop

Note: 

User should have the POU DI - Desktop - Case and POU DI - Build Case role to perform this task.

  1. Find the case you want to build by using the search function in the desktop.

    For more information on searching for a case in the desktop, see Searching for a case from the desktop

    Note: 

    New, Saved, Released, and Billed cases can be opened to build a case. Cancelled cases can only be viewed.

  2. Select the case to be built.
    Note: 

    Depending on the status of the case - case details, procedure, and items may already be included in the case.

  3. In the Date and Time field, specify the date and time or click the calendar icon to select the date and time.

    This field is enabled for New or Saved cases only.

  4. In the Procedure Room list, select the room.

    This field is enabled for New or Saved cases only.

  5. In the Patient field, specify the first name, last name, or ID of the patient or click the search icon.

    This field is enabled for locally saved cases only.

    The autocomplete function shows matching entries when specifying the first name, last name, or ID of the patient. Select a patient and additional details will be displayed.

    For more information on finding a patient ID, see Finding a patient from the desktop

  6. In the Practitioner field, specify the first name, last name, or ID of the practitioner or click the search icon.

    This field is enabled for New or Saved cases only.

    The autocomplete function shows matching entries when specifying the first name, last name, or ID of the practitioner.

    For more information on finding a practitioner, see Finding a practitioner from the desktop

  7. To specify the personnel involve in the case, specify the role of the personnel in the Role field. In the Name field, specify the first name and last name of the personnel.
  8. Click Add icon or press the Enter key.
  9. Click Delete icon to remove the personnel details.
  10. In the Procedure field, specify the charge code, procedure description, or CPT code; or click the search icon.
    Note: 

    The Charge Code, Procedure Description, or CPT Code is automatically created in uppercase characters.

    The autocomplete function shows matching entries when specifying the charge code, procedure description or CPT code.

    For more information on finding a procedure to add to a case, see Finding a procedure from the desktop

    Note: 

    If a procedure template exists for a procedure, the system will automatically load the procedure template that matches the procedure and the practitioner, otherwise it will load the procedure template that matches the procedure only.

    To add or edit a CPT modifier, click the CPT modifier icon next to the procedure.

    CPT modifiers can still be replaced if the case is still saved.

    For more information on finding a CPT modifier to add to a procedure, see Finding a CPT modifier from the desktop.

    Note: 

    To add or edit a CPT modifier, click the CPT modifier icon next to the procedure.

    CPT modifiers can still be replaced if the case is still saved.

    For more information on finding a CPT modifier to add to a procedure, see Finding a CPT modifier from the desktop.

    Note: 

    To delete a procedure, click the delete icon next to the procedure. It deletes the procedure and all items under it. Procedures that have been previously released cannot be deleted.

    To view an item information, hover over the item. The corresponding Manufacturer and Charge Code of the item are shown; Manufacturer is displayed as the concatenated Manufacturer Name and Manufacturer Number.

  11. In the Item field, either specify the Infor Lawson Item Number, Manufacturer Number, or the GTIN/HIBC; scan the barcode or click the search icon.

    The autocomplete function shows matching entries when specifying the Infor Lawson Item Number, Manufacturer Number, or Description.

    For more information on finding items to add to a procedure, see Finding an item from the desktop

    If the serial/lot display in case is set to 'Yes' in the configuration settings, available serial/lot numbers associated to the selected department-location will be displayed in the lot/serial droplist field.

    If the allow lot & serial setting is set to 'Yes', Lot/Serial column will be split into two separate columns (Lot , Serial) , otherwise current behavior will be followed.

    In the expiration date field, specify the expiration date by manually specifying the expiration date OR by scanning the barcode.

    Note: 

    To delete an item, click the delete icon next to the item.

    Items that have been previously released cannot be deleted.

  12. Click the Return icon to return an item.

    A new line displays and adjust the quantity to be returned.

  13. Click Save to save the case as draft or click Release to submit the case and adjust the quantity on hand of the used items.
    Note: 

    The system validates expiration date values of items upon release of the case.

    To have an accurate inventory data (QOH) for the succeeding case, you can release a case without any patient information. The billing will not be generated when a case without patient information is released.

    You cannot release or save multiple cases for the same patient visit number within the same day regardless of the case status.

    You cannot release a case that is scheduled for a future date and time.

    Note: 

    Use the View Summary to view the details of a new or saved case while the details of a released case is displayed in the Case Summary screen.