Usage:  

Case History allows the user to view all of the linked cases of the selected case to easily view the history of the Patient's order.

 

Navigation 1: Customer > 4.Cases tab > Select a Case > Right Click on it > Case History

Navigation 2: Case Finder > Select a Case > Right Click on it > Case > History

 

1.Following the navigation path Case History form will display

Case History

2.On Cases Tab following information are displayed:

•Case Info such as Customer name, Patient and Doctor Name, Invoicing and Production Laboratories.

•Processing Dates

•Workorder and Invoice notes

•Products, Tasks, Images and Attachment , Materials tabs are also displaying corresponding informations if these were previously added.

3.On Calls tab information about the existing Calls is displayed.

Calls on Case History

4.On Audit Trail tab a list of operations made to the case are displayed.

5.There are several types of records:

•New Case - is added when case is entered.

•Revision -  created when case is added, invoiced, un-invoiced or rescheduled.

•Location - is added when Case Location is changed.

•Due Date - created when due date is updated.

•Shipped Case Alert - is added when case alert is sent.

•Schedule - is added when a case is scheduled.

 

Audit Trail on Case History

See also:

How to create a case