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Greensheet Errors: No Patient Case
Greensheet Errors: No Patient Case
Updated over a month ago

No patient case

Reason for this Greensheet:

The patient does not have an insurance case setup.

How to correct:

  1. Pull up the patient’s snapshot > Click on the cases icon > Click on create new case > Select the appropriate case type for the situation: Insurance, Medicare, Personal Injury, Workmans Comp > Save changes.

  2. Revalidate greensheet

Video:

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