Case Management
What are the case management guidelines?
Organization ApprovedSource Verified
Summary
Clinic staff cannot turn any patient away. Complete paperwork, escort the patient to the exam room, and raise concerns privately with a director before the doctor sees the patient.
- 1Do not turn any patient away — staff does not have that authority.
- 2Complete all new-patient paperwork.
Medisoft — Patient List with the Case radio button selected: click New Case
Medisoft v21 Guide, p. 99 · click to zoom
Medisoft — Case screen, Personal tab: description, guarantor, and employment
Medisoft v21 Guide, p. 100 · click to zoom
- 3Escort the patient to the exam room.
Examination form — diagnosis, treatment plan, and vitals (redacted sample)
CA Manual, p. 16 · click to zoom
- 4If you have concerns, raise them privately with a director before the doctor sees the patient.
- 5Keep concerns private and confidential.
Important
Four golden rules: legitimate accident, legitimate injuries, source of payment, and patient wants to treat.
Citation
CA Manual, Case Management Guidelines, p. 15+ · Revised 2/9/26Answers source the CA Manual first; the Medisoft guide is used only where the CA Manual does not cover the task.