Work with details of a case

2. Click the patient name to select a case, and then click Details.

3. Click Details in the case navigation.

For non-Mass General Brigham patients (OUT) only: updating case details

For encounters outside Mass General Brigham (OUT cases), if the case is based on their Mass General Brigham record, available demographics are pulled in automatically. Cases with no Mass General Brigham record have only the first and last names, gender, and date of birth entered when the case was created.

• For  demographics and contacts,  case information for the visit, or  Out referral details:

1. Click   for the section.
2. Type in any text field to add or change information.
3. Select an option from a drop-down list. For Case Type, select the applicable option: Ambulatory, Emergency, Inpatient, or Outpatient.
4. When the entry is complete, click save.

• Primary address outside of the US:

• In the address 2 field, enter the patient's city, state/province/region/etc., country, and postal code (as available).
• In the city, state, and postal code fields, enter the information for the local referring provider.
• Example

• For  Insurances:

1. To add insurance information, click   for  Insurances; to update an existing insurance, click its . 
2. Type in the text fields to add or change information.
3. For relationship or employment status, click to select from the applicable drop-down lists.
4. When the entry is complete, click save.

Adding a comment

Comments can be added to the case detail by the sender to inform recipients of the current state of the documentation, for example, if an assessment is in progress or completed. 

1. Click  in the Comments section.
2. Type your comment. You can also paste text that you've copied from another document by right-clicking the text field and then clicking Paste on the popup menu.
3. To return to the Details view, click close.

Viewing or printing a clinical document (Mass General Brigham inpatients only)

For Mass General Brigham patients only, clinical documents for the visit are available for viewing directly from the case. (The Documents section is not shown for OUT patients.) Clinical documents include case management notes, discharge information, the EMD (Early Maternity Discharge) form, the face sheet, the medications list, operative notes, PT/OT/ST (physical, occupational, and speech therapy) notes, and the referral summary. Any or all or none of the available clinical documents can be selected when setting up the referral, to be included when sending it to the chosen service providers. The documents are updated in real time.

• The Documents section of the case Details allows you to view and print the clinical documents that are available from Epic. Some documents may be blank of they're not relevant to the patient. Documents and attachments are the last two sections in the case Details. Scroll down to view what's available.

•  To see what documents and attachments are shared with a provider, and to update what is shared:

1. Click Manage to display the case management view.
2. Click the  documents button on the provider card.

Adding or removing a case attachment

Video: Add a PDF attachment

Case attachments, like visit documents, can be selected when setting up the referral, to be included when sending it to the chosen service providers.

• To add a case attachment, the file must be saved as a PDF. You must have the file available to the device you're working on, and you can only attach one file at a time. 

1. In the  Case Attachments section, click  in the upper right. The Add Case Attachment popup opens.
2. Click to select an option from the Category drop-down list.
3. Click Choose File, and then browse to the .pdf file you want to attach.
4. Click Open. The file name displays next to the Choose File button.
5. Click submit.

• To fax a paper form as an attachment to a case, you need to print a cover page to identify the patient and type of document. You can print the cover page to a printer or to a fax machine. A separate cover page is needed for each document, to identify which document is being attached. See Faxing a paper document to attach it to a case.
• To remove a case attachment, click  in the bottom left of its card.

Returning to the patient's case management view

Click Manage.

• Adding a need - selecting needs and searching for providers to meet them.
• Printing or sharing a list of providers & provider info sheets  - selecting providers and printing or emailing the list; printing provider information sheets for the patient or case manager/care coordinator.
• Selecting providers and sending referrals - filtering provider search results by languages spoken on site, services offered, referral method, CMS rating, location, payers accepted, and relationship to Mass General Brigham; selecting providers; saving a draft referral; sending one or more referrals.

• Managing a case - working with needs & referrals; managing case ownership & co-owners; canceling & re-opening the case, auditing activity on the case; printing a cover page for faxing an attachment.
• Working with the Case Detail - viewing & adding patient information, adding documentation comments, viewing & printing documents, and adding document attachments.
• Viewing and printing the Case Summary - viewing the current status for all referrals; viewing the reason for any denial; printing the case summary
• Sending a message to multiple providers - viewing all messages sent and received; viewing messages for one provider; sending a message to one or more providers at the same time