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Tebra Help Center

Add Condition Information

Updated: 01/16/2026|Views: 3279

The Condition tab of a patient's case is used to enter information about the cause that prompted the need for services; this type of information is sometimes required for certain types of claims.

Add Condition Information to Case

  1. Navigate to Cases then double click the case to open (or add a new case). The Edit Case (or New Case) window opens.
  2. Select the Condition tab. The condition information displays.
  3. Under the Condition related to section, click to select what the condition is related to.
    • If "Auto accident?" is selected, enter the State.
    • If "EPSDT?" (Early and Periodic Screening, Diagnostic and Treatment) is selected, click the drop-down menu to make a selection if necessary.
  4. Under the Dates section, click the Date Type drop-down arrow and select the appropriate date type.
  5. Enter the Start Date, and if applicable, the End Date.
  6. Click Add. The Type and Start Date is listed in the table.
    • To remove a date, right click on the listed date and select Remove. A confirmation pop-up appears then click Yes to confirm removing the date.
  7. Click Save at the bottom of each relevant window until it is no longer available.
Desktop App (PM) Edit Case window, Condition tab selected highlighting the Condition related to and Dates information to enter and the Save button when finished.

 

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