Add a documentation comment

2. Click the patient name to select a case, and then click Details.

3. Click Details in the case navigation.

Adding a comment

Comments can be added to the case detail by the sender to inform recipients of the current state of the documentation, for example, if an assessment is in progress or completed. 

1. Click  in the Comments section.
2. Type your comment. You can also paste text that you've copied from another document by right-clicking the text field and then clicking Paste on the popup menu.
3. To return to the Details view, click close.

Returning to the patient's case management view

Click Manage.

• Adding a need - selecting needs and searching for providers to meet them.
• Printing or sharing a list of providers & provider info sheets  - selecting providers and printing or emailing the list; printing provider information sheets for the patient or case manager/care coordinator.
• Selecting providers and sending referrals - filtering provider search results by languages spoken on site, services offered, referral method, CMS rating, location, payers accepted, and relationship to Mass General Brigham; selecting providers; saving a draft referral; sending one or more referrals.

• Managing a case - working with needs & referrals; managing case ownership & co-owners; canceling & re-opening the case, auditing activity on the case; printing a cover page for faxing an attachment.
• Working with the Case Detail - viewing & adding patient information, adding documentation comments, viewing & printing documents, and adding document attachments.
• Viewing and printing the Case Summary - viewing the current status for all referrals; viewing the reason for any denial; printing the case summary
• Sending a message to multiple providers - viewing all messages sent and received; viewing messages for one provider; sending a message to one or more providers at the same time