# Casesheet

The **Casesheet** tab serves as an intake and assessment form for documenting and managing patient cases. This screen provides options for streamlined data entry and efficient patient management, with detailed sections for recording patient information. The tab can be customized based on the doctor’s specialty and can be mapped to specific doctors as per clinic requirements. Customizations can be set up on the **Casesheet Setup** screen and mapped on the **Casesheet Mapping** screen.

{% hint style="info" %}
To learn how to create and map a casesheet, refer to the [**Casesheet Setup**](/uniteemr/master-modules/casesheet-setup.md) and [**Casesheet Mapping**](/uniteemr/master-modules/casesheet-mapping.md) topics. Once these steps are completed, the newly created case sheet will be visible in the **Casesheet** tab of the **Medical Records** screen.
{% endhint %}

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### Tab Overview

Similar to the **Diagnosis** tab, the Casesheet tab features a three-panel layout:

<figure><img src="/files/X1jEGq2PHRv3yL4jThWt" alt=""><figcaption></figcaption></figure>

* **Left Panel**: Displays casesheet headings along with a **Filter** option. A green indicator appears next to headings where data has been entered. Click a heading to view only that section, or select **Show All** in the Filter dropdown to display all headings.
* **Middle Panel**: Contains fields for data entry.
* **Right Panel**: Shows basic patient details and essential menu options.

When a casesheet includes the **Editor** control, users can format the entered content directly in the **Medical Records** screen.

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#### Allergy/Highlights Notification Panel

Additionally, the **Allergy/Highlights Notification Panel** in the Casesheet tab displays active allergies and key highlights for the patient. For more information, refer to the [**Allergy**](/uniteemr/application-modules/medical-records/more-action/patient-allergy.md) and [**Highlights**](/uniteemr/application-modules/medical-records/more-action/patient-highlights.md) sections.

<figure><img src="/files/FTn0WnsWoNJqXW1gW8TQ" alt=""><figcaption></figcaption></figure>

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### Actions

* [**Filters**](/uniteemr/application-modules/medical-records/casesheet/filters.md): Options to view all headings, headings with data, or headings without data.
* [**Casesheet Selection**](/uniteemr/application-modules/medical-records/casesheet/casesheet-selection.md): Allows selection of casesheets via a dropdown menu in the middle panel, with access to associated data entry fields for streamlined information completion.
* [**Data Entry Controls**](/uniteemr/application-modules/medical-records/casesheet/controls.md): Text fields, dropdowns, date pickers, toggle switches, checkboxes, and more. Image and file upload capabilities for enhanced documentation.
* Formatted content entered through the **Editor** control is retained in the casesheet and is available in both the **Casesheet Report** and the **Visit Report**.
* [**More Action Menus**](/uniteemr/application-modules/medical-records/casesheet/more-action.md): Additional menu options to complement standard features, enhancing functionality.

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