Cases are records of surgeries that are performed and the medical devices used during them, which requires a Physician. However, when a case is being scheduled, it does not always have a physician assigned yet, so it may become necessary to create a case in Beacon without associating a physician.
Note: If a Physician is not assigned when the case is created, then one will need to be assigned before the case may be submitted for billing.
Additionally, a preference card may not be added until a physician has been added.
Administrator must enable this setting
First, as the physician is required information, the ability to create a case with no physician is a setting that must be enabled by an Administrator in your Organization.
Log into Beacon as an Admin
Navigate to Settings --> Organization Setting
Turn the Setting for "Create Cases without Assigning a Physician" to ON
Save
Creating a Case with No Physician
Navigate to the Events Screen and click "New Event"
Proceed as you would normally, but skip the Physician field
Note: A Physician must still be entered before the Case may be submitted for billing.
Note: Preference Cards will not be able to be added without first adding a physician.