Creating a Case
Creating a Case
To create a new case, begin by clicking the blue "New Feedback" button at the top right of the Cases screen. This will bring up the New Feedback screen where the user will start by selecting what type of feedback they are submitting.
- Form - If this case is a bug, error, or change request for an existing form, or if the user is requesting a new form for the system, select this type.
- Report - If this case is a bug, error, or change request for an existing report, or if the user is requesting a new report for the system, select this type.
- Calendar - If the case is a question or bug report regarding calendar items, select this type.
- Batch - If the case is a question or bug report regarding batches within the accounting system, select this type.
- Accounting - If the case is a question, bug, or error with the accounting system that does not involve batches, select this type
- General - If the case does not fit any of the categories described above, the user can create a general case
No matter the type of case selected, the user will always continue by filling out all of the valid fields and clicking the "Add New Feedback" button at the bottom of the form. Each of the case types and their relevant fields are expanded upon below
Creating a Form Case
Fill out the relevant fields as follows, then click the "Add New Feedback" button to create the case
- Name - Enter the name of the case; remember to make it something identifying and include the name of the form so that it can be easily noticed at a glance. Examples include "Error on Intake Form" or "Request for new Progress Note Form"
- Department - The system department that the form is (or will be) located in
- Project - Select the relevant project for this case (if applicable)
- Contact(s) - If this describes and error or a bug with the form; include them here to assist in Unicentric's investigation of the issue
- Description - Describe the issue being experienced or describe the new form that is being requested. Remember to use as much detail as possible.
- Case Tags - Add tags to the case that will allow for easier locating of similar cases in the future. For example, you can add a tag for the form so that all cases pertaining to the form can be grouped for an easy way to see the forms case history. You can also create custom tags.
- Attachments - Attach any screenshots or other documents to the case
TIP - Projects are a user-defined method of grouping cases. To learn more about projects, see the documentation here.
Creating a Report Case
Fill out the relevant fields as follows, then click the "Add New Feedback" button to create the case
- Name - Enter the name of the case; remember to make it something identifying and include the name of the report so that it can be easily noticed at a glance. Examples include "Error on Demographic Report" or "Request for new Intake Printout"
- Department - The system department that the report is (or will be) located in
- Parameter Value(s) - If this case is reporting an issue with a report, include the parameters used to generate the report here. If this is a request for a new report, list the parameters that will be used in the new report.
- Project - Select the relevant project for this case (if applicable)
- Description - If this case is reporting a bug or error with an existing report, describe the issue with as much detail as possible. If this case is requesting a new report, describe the desired report in as much detail as possible.
- Case Tags - Add tags to the case for tracking/grouping of cases. An example would be to tag the report so that all cases pertaining to the report can be found quickly. Users can also create custom tags
- Attachments - Attach a screenshot of an error or example of the report that will be attached to the case.
Creating a Calendar Case
Fill out the relevant fields as follows, then click the "Add New Feedback" button to create the case
- Date/Time - The date and time that the associated calendar item(s)
- Activity - The Activity code associated with the calendar item being reported
- Program - Program code associated with the calendar item being reported
- Location - Location code associated with the calendar item being reported
- Contact(s) - List of contacts associated with the calendar item being reported
- Description - Description of the issue being experienced with the calendar item.
- Case Tags - Tags to add to the case
- Attachments - Any screenshots or other documents the user would like to attach to the case
Creating a Batch Case
Fill out the relevant fields as follows, then click the "Add New Feedback" button to create the case
- Batch Name - Name of the batch that is experiencing the issue
- Client Name - Name of the insurance company associated with the batch
- Date of Service - Date of service for the batch
- Rejection Message - Rejection message for associated batch (if applicable)
- Description - Description of the issue being experienced or the question being asked to unicentric. remember to use as much detail as possible
- Case Tags - Tags to add to the case
- Attachments - Any screenshots or other documents to be added to the case
Creating an Accounting Case
Fill out the relevant fields as follows, then click the "Add New Feedback" button to create the case
- Client Name - Name of the client and/or the insurance company that the question pertains to
- Issue Type - Select the type of the item that is experiencing the issue (Invoice, Payment, Credit, EOB, Other)
- Date - The date that is associated with the item in question
- Description - Describe the issue or question with as much detail as possible
- Case Tags - Tags to add to the case
- Attachments - Any screenshots or other documents to be added to the case
Creating a General Case
Fill out the relevant fields as follows, then click the "Add New Feedback" button to create the case
- Subject - Name of the case that gives a short descriptive statement about the issue being experienced
- Project - Project this case is associated with (if applicable)
- Description - A description of the issue being experienced while providing as much detail as possible
- Case Tags - Tags to add to the case
- Attachments - Any screenshots or other documents to be added to the case