How to Reopen a Patient Case (SOAP 2.0)

If you have discharged a patient but need to reopen the patient’s case, you have three options to continue documentation. To learn more about patient discharges, click here.

Why would I need to reopen a case?

  1. I forgot to document a Daily Note on a closed episode of care
  2. A patient unexpectedly returned for treatment on a previous episode of care that has an Administrative Discharge
  3. A patient unexpectedly returned for treatment on a previous episode of care that has a Discharge Summary

Note: In general, cases should not be reopened to continue documentation for scenario #3 or if the patient returns for treatment for a different ailment. In these instances, we recommend creating a new case and starting a new episode of care for the patient with an Initial Evaluation.

  1. From the Patient Manager, select Display Patients.
  2. Use the Patient Status drop-down menu to filter your search results by Discharged. Next, select the patient case you want to reopen.
  3. The D/C Badge indicates that the patient has been discharged.

Adding a Missed Daily Note to a Discharged Case

Occasionally, you may need to add documentation to a case that has been closed.

  1. Select the Menu [...] button, then click Add Missed Daily Note.
  2. Enter the Date of Visit for the Missed Daily Note. The date must be prior to the discharged date. Complete your documentation, then click Sign.
  3. The Missed Daily Note will appear in the Notes section.

Resuming Treatment on an Administrative Discharge

If a discharged patient returns for treatment, you can reopen the case by converting the Administrative Discharge to a Case Note.

  1. Locate the Administrative Discharge and select the Date of Service.
  2. Select the Menu [...] button, then click Addend.
  3. Select the Signed Administrative Discharge drop-down, then click Convert to Case Note.
  4. Select the Yes radio button to convert the note type, then click Apply.
  5. Record the Title of document, then click Sign.
  6. You have successfully reopened the case, allowing you to continue patient documentation. The Administrative Discharge has been replaced by a Case Note. If the D/C Badge is still visible on the Patient Profile, refresh your browser to reflect the recent changes.

Resuming Treatment on a Discharge Summary

If a discharged patient returns for treatment, you can reopen the case by converting the Discharge Summary to a Progress Note. In general, if the patient hasn’t been seen in more than 60 days, you should start a new episode of care for the patient by creating a new patient case and completing an Initial Evaluation.

  1. Locate the Discharge Summary and select the Date of Service.
  2. Select the Signed Discharge Summary drop-down, then click Convert to Progress Note.
  3. Record your recent findings, then click Sign.
  4. You have successfully reopened the case, allowing you to continue patient documentation. The Discharge Summary has been replaced by a Progress Note. If the D/C Badge is still visible on the Patient Profile, refresh your browser to reflect the recent changes.