Table of Contents

How to add a new case

To add a new case to an existing client or patient:

1. View an existing client or patient
2. Click on the Cases Tab
3. Locate the Case Tab
4. In the the Case Tab:
   • Next to the Case: label, enter the name of a new Case and press the ENTER key on your keyboard
     
   • OR click on the "+" button located to the right of the Case: label and follow the on screen instructions.
     

See also

• What is a Case?
• How to view an existing Case
• What Case name should I use?
• How to add diagnostic codes provided by a referring Health Care Provider
• How to change the name of a Case
• Table of Contents