Defining the values for what qualifies as a case is arguably the most critical decision you will make during the planning phase. This is because the values chosen will, from implementation forward, determine how your systems will interact with CAVO® and all of the documents contained within.
Pick two values
CAVO® cases are made up from two values. For example, it might make sense to use facility and encounter as your unique pieces of information.
Note: spaces are not allowed, but underscores are allowed.
If we want to make a case with the facility ID of 12345 and the encounter ID of 67890, it would be formatted as 12345/67890 and show up in CAVO® like this:
This allows users to locate cases by searching these identifiers:
Do not use common names
Using patient names or other common names can lead to PHI breaches. Instead, use numeric or text id's that represent those. Taking the example of facility and encounter, we might choose to use NPI and account number for the two unique pieces of information.
Use familiar values
If your team has values that they are used to using in their daily work life, we strongly encourage you to incorporate these values into your CAVO® case records. CAVO® can even alter the labels to fit your internal naming conventions. These labels will be applied to all locations where these values can be searched or entered. Contact CAVO® support via the chat bubble to open this dialog.