Cases Overview

Each time a patient is seen for a work related injury or illness in an occupational medicine clinic, the visit must be documented and a case created. gives occupational medicine professionals flexibility to document the patient visits and request consultations to other providers who's services they bill for, creating a holistic view of the patient’s occupational medicine record.

Law Firms are then able to quantify all the damages related to medical expenses quickly. The Metaclinic Case pages give them the insights needed to assist them through the new changes required by SENATE BILL NO. 418.

We will explain how to use Cases in the metaclinic sytem. 

How to Navigate My Cases Page

Use the My Cases page to quickly find any cases you have in the metaclinic system

  • Use the Search on the right side of the page to find cases quickly based off:
    • Case #
    • Location 
    • Case Type
    • Date of Injury 
    • Patient Name
    • Law Firm 
    • Status 
    • Referral Date
    • Created Date
  • You can also use the list to sort cases by type, such as:
    • Case #
    • Patient Name
    • Date of Injury
    • Date Received
    • Law Firm 
    • Status
    • Created Date
  • Use the New Case button at the top right to add a new case
  • Select the case from the list to see the Case Page

How to Navigate Individual Case Page

This page allows you to request and record all information related to your case. We will go over each section in detail below.

Encounter & Request Options

  • This menu section in the Case Page allows you to:

Case Details & Patient/Client Details

The Case Details section shows important case information relating to amount billed and court dates. 

The Patient/Client Details section shows all relevant patient/client information, such as name, contact information and billing information. 

  • Upload Icon takes you to the Patient Details page
  • Eye Icon pulls up Patient Information Menu broken down by Addresses, Contact Methods, Insurance Information and Unique Identifiers
  • Edit Icon allows you to edit the Patient Information Menu 


Locations are broken down into Five categories, each one with a different level of Case Access 

  • Controlling Location - This Case Access Type has full edit access to the case and can add new locations 
  • Participating Location - This Case Access type can view the case only 
  • Law Firm - This Case Access type has the Same Level of Access as the Participating Location 
  • Referring Location - This is a Sub type to the Participating Location with a designation of Referring 
  • Paying Location - This is a Sub type to the Participating Location with a designation of Payer


In the Coverage section, you can manage LOP. 

  • The Gear Icon allows you to manage Coverage
  • The Plus Icon allows you to upload Coverage

  • Selecting the Gear Icon pulls up the LOP Coverage menu, where you can:
    • Request LOP - shows Case LOP information and allows you to attach coverage, edit coverage, download coverage

  • Selecting the Plus Icon pulls up the LOP Coverage menu, where you can:
    • Upload LOP - select coverage type, enter covered amount, write any comments and upload relevant documents

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