The first section within the Clinical Set Up is 'Case Settings' which you can see in the image below. Here you can configure your current case settings and set up special diagnosis codes.

Below each setting is a brief description of what each does.

This section contains 6 different settings which can be turned off by a slider and these are listed below. When it is swiped right, the slider turns blue which represents the option is on. If the slider is grey and to the left, this represents the option is turned off.

1. Every consultation needs an appointment

This option will force all consultations in a case record to be linked to an appointment. Users will be unable to add a consultation without an appointment.

As this option is turned on, when I try to add a consultation from within a case, a list of appointments appear that I am able to link the consultation to, otherwise I should choose 'Go to Diary to Book an Appointment.' This is shown in the image below.

2. Treatment authorisations can be edited/created from Clinical Records

This will allow all users who have access to administer treatment authorisations.

Within a case there is a treatment authorisation section on the top banner (highlighted in the image). It displays if there are any treatment authorisation codes belonging to that client and you are able to add and edit these.

3. Show cases with incomplete notes on home screen

This will show a red bar with the number of incomplete notes there are. Clicking on the red bar will expand this section into the homescreen.

The image below shows that 66 cases require attention:

When you click on the arrow, it expands to shows the cases and some information about them. You can also go to the case by clicking on 'View.' This is shown in the image below:

4. Include data when adding a recently used modality from the current case

This means when using a recent modality from the current case, the data attached to the modality will be added as well.

5. Include data when adding a recently used assessment from the current case

This means when using a recent modality from the current case, the data attached to the assessment will be added as well.

If this option is turned on and you have completed an assessment and you add the same assessment in another consultation then it will pull through the information that you set the first time you added the assessment.

6. Prompt for consultation type when adding First Appointment to case

This will provide a prompt to choose which type of consultation template you wish to use when a first appointment is booked with a new patient or in a new case.


As well as these 6 slider options we have a further 3 different options which are set up by choosing the setting from this list.

1. Current diagnosis code list

This will be the list displayed when choosing a diagnosis code.

When you click on the current diagnosis code list, it brings up the screen below where you can choose your option from the lookups list or the custom lists. Here is an example below:

This then appears beside Current Diagnosis code list within case settings.

Now that this setting is in place, within the case, under diagnosis codes, a list of diagnosis codes are the options to choose from.

2. Cases that have been discharged will auto-lock

There are 5 options that you can choose from and these are shown in the image below:

The options are:

  • Never

  • At Midnight of the Day

  • At Midnight of the Next Day

  • 24 Hours Later

  • 48 Hours Later

3. Consultation and images will auto-lock

Again there are 5 options to choose from and these are the same as the previous setting.

  • Never

  • At Midnight of the Day

  • At Midnight of the Next Day

  • 24 Hours Later

  • 48 Hours Later.

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