Computers in
the Medical Office
Chapter 5:
Entering Insurance, Account,
and Condition Information
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What is a Case?
A grouping of transactions that relate
to a particular condition
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When is a new case created?
New cases are set up when a patient is
treated for a new condition, or when
there is a change in insurance
Patients may have more than one case
open at a time
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5-4
Case Command Buttons
Edit Case
New Case
Delete Case
Copy Case
Print Grid
Close
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Case Folder
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Information Stored in Case Folder
Personal Tab
Account Tab
Diagnosis Tab
Policy 1 Tab
Policy 2 Tab
Policy 3 Tab
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Condition Tab
Miscellaneous Tab
Medicaid and
TRICARE Tab
Comment Tab
EDI Tab
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Personal Tab
Contains a description of the case, the guarantor,
and other information about the patient’s work,
school, and marital status
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Account Tab
Lists basic information about the patient's account,
including referring and attending providers
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Diagnosis Tab
Records up to four diagnosis codes
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Policy 1 Tab
Contains information about the patient’s primary
insurance carrier
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Policy 2 Tab
Contains information about the patient’s secondary
insurance carrier
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Policy 3 Tab
Contains information about the patient’s tertiary
insurance carrier
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Condition Tab
Shows information relating to the general status
or condition of the patient
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Miscellaneous Tab
Records outside lab work and the entry of lab
charges, as well as other information
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Medicaid and TRICARE Tab
Displays information regarding Medicaid and
TRICARE claims
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Comment Tab
Enter case notes on this tab.
This note will print on statements if you format
the statement to include case comments.
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EDI Tab
Enter electronic claim information specific to
this case
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