Capable 21C uses a patient/client case number to link information on invoices, appointments
and clinical records back to the patient file. For this reason, the case number
is quite significant to the internal workings of Capable 21C. This knowledgebase
article explains how to register a patient (effectively assigning them a case number),
and the implications of changing a client's case number.
The client/patient case number can be changed via the Client/Patient Details window.
However, there are limitations
on changing case numbers whilst clients/patients are checked in to the office.
To change a client/patient case number, open Patient Details, and either:
- Click the Register button; or
- Key the desired case number; or
- Click into the case number field, remove any text shown, and then swipe the client/patient
card (if swipe cards are in use).
Then, click Save and Exit.
A warning window will appear warning that there are significant consequences of
changing a case number. If it is Ok to proceed, click Yes. If the case
number has been changed by accident, click No.
The case number automatically generated by Capable 21C when the Register button
is clicked is controlled by a configurable setting. To alter the numbers generated
by Capable 21C automatically:
- Go to Setup|Settings.
- Go to the New Clients tab.
- Key the desired next case number to be generated.
- Click Apply and Close.
Note that the automatic case numbering system only works with completely numeric
case numbers. It will not handle case numbers that have alphabetical characters,
or symbols. For example, 20070001 is Ok, but 2007-0001 is not.
Refer to KB-Limitations
with Checked In People.asp for more information.
This knowledge resource is designed
for use on a Windows (tm) XP system operating at a screen
resolution of 1024x768 or better. Windows Media Player must be
installed for this training resource to operate correctly.
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