A Case Type indicates the nature of a case and determines how a case is handled. A Case Type is further defined by a category. For example, if you create a case type named Private, you can assign case categories such as: Mobile Services, 24 Hour Nurse Triage, Urgent Care, Consulting, CMCA, and None.
- In File Maintenance, access the .
The
Case Type List windows opens.
- Do one of the following:
- To add a new item, select the open menu
icon and select New.
- To modify an existing item, select the item in the list, select the open menu icon and then select Open. Alternatively, you can double-click to open the item.
The
Add Case Type Information window opens.
- For Category, enter a name for the case type.
Examples of case type are: Workers Compensation Injury, Non-Injury, Private, and Group Health.
- For Short Description, enter a four-character description.
- If the case type has categories, select
to modify the Case Type Categories associated with the case type.
The
Case Type Categories window opens.
- To search for a category, select the Case Type column header in the Available box.
The
displays in the column header.
Then, begin typing the search criteria.
- To add a category, select the category in the Available list, then select the Include
button.
The category moves from the Available list to the Included list.
- To remove a category, select the category in the Included list, then select the Exclude
button.
The category moves from the Included list to the Available list.
- Select OK.
