How to create, manage, and organize cases
Creating a new case is the starting point for every protocol in PraxPilot.To Create a New Case:From your dashboard, click New Case.Complete the Case Intake form (see Article 4 for a full walkthrough).Click Generate Protocol when intake is complete.Tips fo ...
The Case Intake form is how PraxPilot collects the clinical information it needs to generate an accurate protocol.Fields ExplainedPatient IdentifierA reference label for the case. This is not stored as personal health information — use initials, a code, o ...
If you already have consultation notes, transcripts, or written summaries from a patient session, you can import them directly into PraxPilot instead of manually filling in the intake form.How It WorksWhen creating a new case, click Import Notes or Upload ...
You can update case information at any point before or after generating a protocol.To Edit a Case:Open the case from your dashboard.Click Edit Intake to update any intake fields.Save your changes.If you update intake information after a protocol has alrea ...
PraxPilot uses three case statuses to help you track where each patient is in their care journey.ActiveThe patient is in active treatment. The protocol is in progress and you expect to make updates or generate follow-up protocols.MonitoringInitial treatme ...