Cases are helpful to keep track of different series or groups of appointments—perhaps a GP referral, a work-related injury, or even just a package of classes (such as yoga or pilates) that someone will be attending!

Being able to keep track of which appointments are part of a case is, perhaps, one of the most important things! There are two different ways that you can add an appointment to a case:

Below, we'll outline both ways to add appointments to cases.

Add appointments to cases via the appointment screen

More often than not, you'll most likely be adding appointments to cases from the appointment screen itself. This can occur when you're booking a new appointment, or editing an existing one. You'll see the option to select a case, or create a new one:

When you select a case, you'll see that a list of available cases shows up (along with how many appointments have already been attached to that case):

Simply select the appropriate case from the list, and create the appointment. When you view the appointment again, you'll see which case it's a part of—as well as what number it is:

☝️Note: If you don't see the case you need, you may have to create a new case. Learn how to do that here.

Add appointments to cases via the patient's details

The other spot you can relate an appointment to a case is through the patient's details page. Navigate to Cases, and then select the case you want to work with:

Edit the case, and then look for the Appointments section:

From there, you can select which appointments should (or should not be) associated with this case! Be sure to update the case, and then you'll then be able to see all related appointments in the case details:

☝️Note: Appointments marked as cancelled or "Did Not Arrive" can be associated with a case, but they will not count towards the maximum number of appointments. This ensures that spots remain only for attended appointments.

You can learn more about cases over here—and as usual, if you have any questions, our team is here to help!

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