Adding and managing cases

A case is a group of activities or a period of engagement by a team. For example, a medical or nursing team. A case might sit in a visit or span multiple visits.

You can add a case to patient's case notes. In Nervecentre Case Notes, a case is a folder that contains interventions. You can add interventions to a case. For example, you might have a case for 'ED Clerking' or 'Maternity case notes'.

Read more about adding interventions

Adding cases on a mobile

You can't do this on a mobile.

Adding cases on a desktop

  1. Open the patient's record.

    • From  Inpatients, select Patient List > double-click on a patient's name > Patient Detail.

    • From  Outpatients, select Clinic List > double-click on a patient's name > Patient Detail.

  2. Select Case Notes.

  3. From the top of the list on the left, select to choose a case notes profile.

    The case notes profile changes the entries shown.

    Depending on your permissions, you might be able to view all entries in a patient's case notes. To view all entries, select All case notes.

    Read more about case notes profiles

  4. How you add a case depends on the layout of the case notes profile.

    Read more about layouts for case notes profiles

    To add a case:

    • To a collapsible tree:

      1. Select folders and entries until you find the entry you want to add the case to.

        For example, you might want to add a case to a specific inpatient visit.

      2. Mouseover the entry and select +.

      3. Select the case you want to add.

        For example, 'Medical case notes', 'ED Clerking', or 'Maternity case notes'.

        The cases available depend on your organisation.

    • To a fixed tree, or a flat layout:

      1. Select an entry you want to add the case to.

        For example, you might want to add a case to a specific inpatient visit.

      2. From the top right of the list, select +.

      3. Select the case you want to add.

        For example, 'Medical case notes', 'ED Clerking', or 'Maternity case notes'.

        The cases available depend on your organisation.

  1. Open the patient's record.

    • From  Inpatients, select Patient List > double-click on a patient's name > Patient Detail.

    • From  Outpatients, select Clinic List > double-click on a patient's name > Patient Detail.

  2. Select Case Notes.

  3. From the top of the list on the left, select to choose a case notes profile.

  4. From the list on the left, find a case labelled In progress.

    Cases show .

  5. Mouseover the case and select .

  6. Select Cancel case.

  1. Open the patient's record.

    • From  Inpatients, select Patient List > double-click on a patient's name > Patient Detail.

    • From  Outpatients, select Clinic List > double-click on a patient's name > Patient Detail.

  2. Select Case Notes.

  3. From the top of the list on the left, select to choose a case notes profile.

  4. From the list on the left, find a case labelled In progress.

    Cases show .

  5. Mouseover the case and select .

  6. Select Close case.

    For cases relating to infection prevention, select Complete infection control case.

  1. Open the patient's record.

    • From  Inpatients, select Patient List > double-click on a patient's name > Patient Detail.

    • From  Outpatients, select Clinic List > double-click on a patient's name > Patient Detail.

  2. Select Case Notes.

  3. From the top of the list on the left, select to choose a case notes profile.

  4. From the list on the left, find a case labelled Completed or Cancelled.

    Cases show .

  5. Mouseover the case and select .

  6. Select Reopen.