1. Patient Cases are documented communications with patients or about patients outside of an encounter. This tutorial will review how to create and how to reassign a patient case.
Patient Cases
·  Patient cases are documented communications with patients or about patients outside of an encounter 

·  Patients enrolled in the patient portal can send or receive patient cases to or from the practice.

·  Patient cases become part of a patient’s permanent medical record.
2. Search for the patient.  Type Athena, One and press enter

3. If a quick action has been set up, Click Patient Case.  Note: patient cases can also be created from the quick view and from the patients chart

4. The patient case workflow opens up

5. To create a patient case from the patients chart,  Click the hamburger menu and select Create patient case

6. The patient case workflow also displays

7. Click the source and recipient drop down

8. Select the appropriate source.  The Patient Portal option can be selected to send a message to the patients portal account.  Click Patient

9. Click the type drop down

10. Select the applicable option.  The Type selected will determine where the case is routed to.  Click Refill

11. Click the provider drop down

12. Select the appropriate provider.  Select Dr. Palmer

13. click the SUBJECT box

14. Enter brief summary about the case. Type Refill Request and press enter

15. Click the check box next to Priority to mark the task as urgent

16. Click the case description section

17. Enter detailed description for the case.  Type patient request refill on lisinopril and press enter 

18. Data Entry Completed will be selected by default, as this is best practice.  If it's not, click the Data Entry Completed radio button. 

19. Click Save

20. Note the case summary line is now reflecting the case in a Review status and assigned to Dr. Palmer Staff

21. If the case needs to be reassigned to someone else, Click VIEW ACTIONS

22. Click the Leave in REVIEW to radio button 

23. Search for the user to assign the case.  Search for palmer 

24. Click Dr. Palmer from the list provided

25. Click Save

26. The case is now assigned to Dr. Palmer. 

27. This concludes the tutorial.  If you have any questions on this topic or any other Athena functionality, please contact:  trainingsupport@reveremedical.com.  Thank you.  
Patient Cases
If you have any questions on this topic or any other Athena functionality, please contact:  trainingsupport@reveremedical.com. 
Thank you!

Interactive tutorial