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How to Create and Assign Case Types
How to Create and Assign Case Types

Case Types

Jim Aminloo avatar
Written by Jim Aminloo
Updated over 5 months ago

Looking to add a new Case Type? Look no further!

Head over to Settings > General > Case Types. Next, click + Add a Case Type:


To assign a Case Type to a Patient, locate the desired patient under the Patient's Tab, go to the General section of their Details tab, Edit the Values by selecting the three dots, and then choose the correct Case Type from the dropdown. Once saved, the Case Type will show up in the patient's Contact Card:


PSST!✨ Need a quick refresh on how to edit information in the Patient Profile? No problem - CLICK HERE!

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